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 | $8,739 | $67,411-87.0% | $91,004-90.4% | $70,126-87.5% |
| Participation rate | 97.2% | 71.4%+25.9pp | 75.6%+21.6pp | 69.5%+27.7pp |
| Annual return | 24.19% | -40.16%+64.4pp | 4.60%+19.6pp | 73.15%-49.0pp |
| Employer contribution / active EE | $1,759 | $1,786-1.5% | $2,456-28.4% | $2,343-24.9% |
| Participant deferral / active EE | $2,466 | $2,823-12.6% | $3,548-30.5% | $3,332-26.0% |
| Admin fee / account holder | $554 | $4,236-86.9% | $5,417-89.8% | $4,645-88.1% |