Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,211 | $126,661-94.3% | $113,397-93.6% | $138,895-94.8% |
| Participation rate | 93.8% | 79.4%+14.3pp | 76.5%+17.3pp | 79.9%+13.8pp |
| Annual return | 24.90% | 25.05%-0.2pp | 23.20%+1.7pp | 145.39%-120.5pp |
| Employer contribution / active EE | $1,386 | $3,456-59.9% | $2,977-53.5% | $4,194-67.0% |
| Participant deferral / active EE | $2,055 | $5,693-63.9% | $5,076-59.5% | $6,396-67.9% |
| Admin fee / account holder | $549 | $14,549-96.2% | $11,957-95.4% | $12,562-95.6% |