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 | $9,357 | $84,236-88.9% | $170,435-94.5% | $70,126-86.7% |
| Participation rate | 75.8% | 70.8%+4.9pp | 83.6%-7.8pp | 69.5%+6.2pp |
| Annual return | 12.78% | 23.06%-10.3pp | 205.94%-193.2pp | 73.15%-60.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,173 | $3,086-62.0% | $4,939-76.3% | $3,332-64.8% |
| Admin fee / account holder | $1,319 | $5,698-76.9% | $13,881-90.5% | $4,645-71.6% |