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 | $9,645 | $55,713-82.7% | $75,901-87.3% | $72,975-86.8% |
| Participation rate | 84.6% | 61.1%+23.5pp | 69.3%+15.3pp | 69.5%+15.1pp |
| Annual return | 24.44% | 27.60%-3.2pp | 30.76%-6.3pp | 81.01%-56.6pp |
| Employer contribution / active EE | $1,339 | $1,687-20.6% | $2,501-46.5% | $2,440-45.1% |
| Participant deferral / active EE | $2,339 | $2,634-11.2% | $3,603-35.1% | $3,608-35.2% |
| Admin fee / account holder | $2,115 | $3,980-46.9% | $5,420-61.0% | $5,124-58.7% |