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 | $4,023 | $76,407-94.7% | $150,298-97.3% | $82,448-95.1% |
| Participation rate | 96.6% | 66.4%+30.2pp | 77.8%+18.8pp | 68.1%+28.5pp |
| Annual return | 25.22% | 39.99%-14.8pp | 62.79%-37.6pp | 41.64%-16.4pp |
| Employer contribution / active EE | $917 | $2,614-64.9% | $4,154-77.9% | $2,551-64.1% |
| Participant deferral / active EE | $1,457 | $3,214-54.7% | $5,453-73.3% | $4,139-64.8% |
| Admin fee / account holder | $671 | $6,352-89.4% | $14,116-95.2% | $7,234-90.7% |