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 | $5,603 | $102,245-94.5% | $89,340-93.7% | $137,256-95.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.49% | 21.89%-0.4pp | 20.57%+0.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,322 | $2,529-47.7% | $2,231-40.8% | $4,156-68.2% |
| Participant deferral / active EE | $2,071 | $4,436-53.3% | $3,823-45.8% | $6,407-67.7% |
| Admin fee / account holder | $520 | $8,085-93.6% | $6,704-92.2% | $12,270-95.8% |