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 | $9,541 | $50,554-81.1% | $67,681-85.9% | $87,485-89.1% |
| Participation rate | 84.7% | 67.7%+17.0pp | 73.7%+11.0pp | 68.9%+15.8pp |
| Annual return | 16.27% | 17.81%-1.5pp | 590.58%-574.3pp | 26.06%-9.8pp |
| Employer contribution / active EE | $1,300 | $1,988-34.6% | $2,678-51.4% | $2,596-49.9% |
| Participant deferral / active EE | $2,514 | $2,961-15.1% | $3,976-36.8% | $4,274-41.2% |
| Admin fee / account holder | $1,582 | $4,132-61.7% | $6,100-74.1% | $7,775-79.6% |