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 | $10,435 | $77,164-86.5% | $178,014-94.1% | $80,874-87.1% |
| Participation rate | 92.1% | 65.7%+26.4pp | 77.1%+15.0pp | 67.6%+24.5pp |
| Annual return | 13.60% | 18.09%-4.5pp | 294.80%-281.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,093 | $2,288-52.2% | $3,950-72.3% | $2,756-60.3% |
| Participant deferral / active EE | $4,106 | $4,408-6.9% | $6,276-34.6% | $4,297-4.5% |
| Admin fee / account holder | $660 | $7,164-90.8% | $10,362-93.6% | $6,935-90.5% |