Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,211 | $80,985-89.9% | $96,576-91.5% | $75,181-89.1% |
| Participation rate | 92.7% | 71.8%+20.9pp | 76.0%+16.8pp | 67.2%+25.5pp |
| Annual return | 28.20% | 27.05%+1.2pp | 25.87%+2.3pp | 160.69%-132.5pp |
| Employer contribution / active EE | $1,865 | $2,282-18.3% | $2,965-37.1% | $2,671-30.2% |
| Participant deferral / active EE | $2,364 | $3,929-39.8% | $4,851-51.3% | $4,126-42.7% |
| Admin fee / account holder | $523 | $6,719-92.2% | $8,253-93.7% | $5,650-90.8% |