Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,176 | $77,908-93.4% | $149,696-96.5% | $75,173-93.1% |
| Participation rate | 83.3% | 65.6%+17.8pp | 78.8%+4.6pp | 67.2%+16.1pp |
| Annual return | 14.84% | 31.73%-16.9pp | 134.46%-119.6pp | 160.72%-145.9pp |
| Employer contribution / active EE | $777 | $3,138-75.2% | $4,821-83.9% | $2,671-70.9% |
| Participant deferral / active EE | $1,577 | $3,411-53.8% | $5,682-72.3% | $4,126-61.8% |
| Admin fee / account holder | $391 | $5,950-93.4% | $13,212-97.0% | $5,651-93.1% |