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 | $9,933 | $73,787-86.5% | $98,716-89.9% | $82,448-88.0% |
| Participation rate | 91.2% | 61.4%+29.8pp | 69.3%+21.9pp | 68.1%+23.1pp |
| Annual return | 23.13% | 18.57%+4.6pp | 31.81%-8.7pp | 41.64%-18.5pp |
| Employer contribution / active EE | $1,484 | $1,511-1.8% | $2,279-34.9% | $2,551-41.8% |
| Participant deferral / active EE | $2,043 | $3,081-33.7% | $4,048-49.5% | $4,139-50.6% |
| Admin fee / account holder | $1,480 | $6,500-77.2% | $8,703-83.0% | $7,234-79.5% |