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 | $19,052 | $65,027-70.7% | $90,970-79.1% | $79,852-76.1% |
| Participation rate | 97.6% | 61.6%+36.0pp | 69.0%+28.5pp | 69.6%+27.9pp |
| Annual return | 17.64% | 30.45%-12.8pp | 134.58%-116.9pp | 31.72%-14.1pp |
| Employer contribution / active EE | $353 | $1,247-71.7% | $2,122-83.4% | $2,471-85.7% |
| Participant deferral / active EE | $2,482 | $2,512-1.2% | $3,373-26.4% | $3,740-33.6% |
| Admin fee / account holder | $619 | $4,535-86.3% | $5,960-89.6% | $5,306-88.3% |