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 | $4,298 | $60,349-92.9% | $74,184-94.2% | $62,881-93.2% |
| Participation rate | 85.2% | 72.7%+12.5pp | 76.6%+8.6pp | 69.3%+15.9pp |
| Annual return | 7.30% | 21.38%-14.1pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,584 | $2,856-44.5% | $3,550-55.4% | $3,203-50.5% |
| Admin fee / account holder | $497 | $4,261-88.3% | $5,586-91.1% | $4,296-88.4% |