Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,309 | $77,638-89.3% | $156,551-94.7% | $62,881-86.8% |
| Participation rate | 84.0% | 71.2%+12.8pp | 84.0%0pp | 69.3%+14.7pp |
| Annual return | 12.34% | 50.33%-38.0pp | 32.23%-19.9pp | 20.14%-7.8pp |
| Employer contribution / active EE | $1,089 | $3,444-68.4% | $5,501-80.2% | $2,281-52.2% |
| Participant deferral / active EE | $3,231 | $3,046+6.1% | $4,871-33.7% | $3,203+0.9% |
| Admin fee / account holder | $371 | $5,561-93.3% | $13,028-97.2% | $4,296-91.4% |