Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 1 actuary disclosure
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 | $65,921 | $69,696-5.4% | $161,646-59.2% | $317,036-79.2% |
| Participation rate | 100.0% | 6.2%+93.8pp | 15.5%+84.5pp | 13.0%+87.0pp |
| Annual return | 6.54% | 12.03%-5.5pp | 12.93%-6.4pp | 13.59%-7.0pp |
| Employer contribution / active EE | $22,568 | $19,417+16.2% | $35,210-35.9% | $14,592+54.7% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $2,380 | $907+162.5% | $4,659-48.9% | $29,657-92.0% |