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 | $24,938 | $67,602-63.1% | $82,312-69.7% | $70,126-64.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.22% | 21.57%-7.3pp | 25.88%-11.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $411 | $1,755-76.6% | $2,428-83.1% | $2,343-82.4% |
| Participant deferral / active EE | $2,224 | $2,987-25.5% | $3,706-40.0% | $3,332-33.2% |
| Admin fee / account holder | $700 | $4,512-84.5% | $5,608-87.5% | $4,645-84.9% |