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 | $32,747 | $142,972-77.1% | $214,702-84.7% | $86,983-62.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 14.93% | 18.49%-3.6pp | 54.55%-39.6pp | 25.83%-10.9pp |
| Employer contribution / active EE | $2,249 | $4,635-51.5% | $6,461-65.2% | $2,584-13.0% |
| Participant deferral / active EE | $5,254 | $6,568-20.0% | $9,147-42.6% | $4,194+25.3% |
| Admin fee / account holder | $4,481 | $17,617-74.6% | $19,830-77.4% | $7,856-43.0% |