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 | $12,338 | $106,864-88.5% | $147,318-91.6% | $82,637-85.1% |
| Participation rate | 95.7% | 75.5%+20.2pp | 82.1%+13.7pp | 68.1%+27.7pp |
| Annual return | 19.07% | 27.49%-8.4pp | 70.43%-51.4pp | 53.51%-34.4pp |
| Employer contribution / active EE | $1,532 | $3,417-55.2% | $4,593-66.7% | $2,552-40.0% |
| Participant deferral / active EE | $2,853 | $6,496-56.1% | $7,906-63.9% | $4,126-30.9% |
| Admin fee / account holder | $733 | $8,415-91.3% | $13,708-94.7% | $7,339-90.0% |