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 | $17,307 | $55,457-68.8% | $77,361-77.6% | $94,015-81.6% |
| Participation rate | 90.2% | 69.8%+20.4pp | 75.0%+15.3pp | 70.8%+19.4pp |
| Annual return | 14.12% | 15.57%-1.4pp | 1011.54%-997.4pp | 17.84%-3.7pp |
| Employer contribution / active EE | $1,212 | $2,255-46.2% | $2,990-59.5% | $2,790-56.6% |
| Participant deferral / active EE | $2,492 | $3,069-18.8% | $3,911-36.3% | $4,249-41.4% |
| Admin fee / account holder | $1,024 | $4,334-76.4% | $5,894-82.6% | $8,951-88.6% |