Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,588 | $59,440-92.3% | $78,004-94.1% | $82,637-94.4% |
| Participation rate | 88.2% | 62.8%+25.4pp | 69.4%+18.8pp | 68.1%+20.2pp |
| Annual return | 16.32% | 40.24%-23.9pp | 31.07%-14.7pp | 53.51%-37.2pp |
| Employer contribution / active EE | $1,055 | $1,750-39.8% | $2,469-57.3% | $2,552-58.7% |
| Participant deferral / active EE | $2,234 | $3,138-28.8% | $4,092-45.4% | $4,126-45.9% |
| Admin fee / account holder | $2,367 | $5,504-57.0% | $7,578-68.8% | $7,339-67.7% |