Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,615 | $57,590-92.0% | $86,233-94.6% | $82,448-94.4% |
| Participation rate | 87.0% | 57.9%+29.1pp | 69.0%+17.9pp | 68.1%+18.9pp |
| Annual return | 25.37% | 22.41%+3.0pp | 61.39%-36.0pp | 41.64%-16.3pp |
| Employer contribution / active EE | $1,010 | $1,655-39.0% | $2,504-59.7% | $2,551-60.4% |
| Participant deferral / active EE | $1,365 | $3,080-55.7% | $4,559-70.1% | $4,139-67.0% |
| Admin fee / account holder | $750 | $4,730-84.1% | $8,342-91.0% | $7,234-89.6% |