Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,158 | $106,749-83.9% | $145,433-88.2% | $82,448-79.2% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 21.69% | 27.59%-5.9pp | 66.58%-44.9pp | 41.64%-20.0pp |
| Employer contribution / active EE | $708 | $3,444-79.4% | $4,554-84.5% | $2,551-72.2% |
| Participant deferral / active EE | $2,593 | $6,519-60.2% | $7,897-67.2% | $4,139-37.4% |
| Admin fee / account holder | $983 | $8,390-88.3% | $13,129-92.5% | $7,234-86.4% |