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 | $9,532 | $174,379-94.5% | $152,093-93.7% | $138,895-93.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.01% | 74.86%-51.8pp | 66.36%-43.3pp | 145.39%-122.4pp |
| Employer contribution / active EE | $2,114 | $4,652-54.6% | $4,175-49.4% | $4,194-49.6% |
| Participant deferral / active EE | $3,240 | $6,159-47.4% | $5,451-40.6% | $6,396-49.3% |
| Admin fee / account holder | $1,870 | $16,880-88.9% | $14,497-87.1% | $12,562-85.1% |