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 | $9,995 | $56,894-82.4% | $84,753-88.2% | $62,881-84.1% |
| Participation rate | 73.6% | 68.5%+5.1pp | 76.6%-3.0pp | 69.3%+4.3pp |
| Annual return | 8.47% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,381 | $2,400-42.4% | $3,574-61.4% | $2,281-39.4% |
| Participant deferral / active EE | $2,033 | $2,709-25.0% | $3,712-45.2% | $3,203-36.5% |
| Admin fee / account holder | $340 | $3,581-90.5% | $5,333-93.6% | $4,296-92.1% |