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 | $10,424 | $124,425-91.6% | $112,040-90.7% | $137,256-92.4% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 16.98% | 24.72%-7.7pp | 24.52%-7.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,463 | $3,411-57.1% | $2,954-50.5% | $4,156-64.8% |
| Participant deferral / active EE | $2,308 | $5,718-59.6% | $5,098-54.7% | $6,407-64.0% |
| Admin fee / account holder | $1,463 | $15,207-90.4% | $12,098-87.9% | $12,270-88.1% |