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 | $10,702 | $107,733-90.1% | $92,985-88.5% | $154,746-93.1% |
| Participation rate | 70.6% | 74.6%-4.0pp | 69.5%+1.1pp | 80.7%-10.1pp |
| Annual return | 23.26% | 30.39%-7.1pp | 27.99%-4.7pp | 172.34%-149.1pp |
| Employer contribution / active EE | $1,836 | $3,126-41.3% | $2,662-31.0% | $4,379-58.1% |
| Participant deferral / active EE | $3,643 | $5,053-27.9% | $4,377-16.8% | $6,730-45.9% |
| Admin fee / account holder | $1,699 | $11,369-85.1% | $9,463-82.0% | $14,365-88.2% |