Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,917 | $81,487-86.6% | $102,412-89.3% | $80,935-86.5% |
| Participation rate | 80.3% | 66.8%+13.5pp | 74.5%+5.8pp | 67.7%+12.7pp |
| Annual return | 13.67% | 25.60%-11.9pp | 24.94%-11.3pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,244 | $3,103-59.9% | $3,870-67.9% | $2,757-54.9% |
| Participant deferral / active EE | $2,184 | $3,871-43.6% | $5,060-56.8% | $4,299-49.2% |
| Admin fee / account holder | $349 | $6,717-94.8% | $8,388-95.8% | $6,924-95.0% |