Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,943 | $93,589-83.0% | $135,942-88.3% | $75,181-78.8% |
| Participation rate | 75.9% | 75.2%+0.7pp | 81.9%-6.1pp | 67.2%+8.7pp |
| Annual return | 21.96% | 30.90%-8.9pp | 68.28%-46.3pp | 160.69%-138.7pp |
| Employer contribution / active EE | $1,321 | $3,537-62.7% | $4,858-72.8% | $2,671-50.5% |
| Participant deferral / active EE | $4,736 | $6,405-26.1% | $7,759-39.0% | $4,126+14.8% |
| Admin fee / account holder | $338 | $6,977-95.2% | $10,764-96.9% | $5,650-94.0% |