Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,968 | $86,949-81.6% | $102,460-84.4% | $80,959-80.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 17.83% | 18.89%-1.1pp | 29.47%-11.6pp | 35.67%-17.8pp |
| Employer contribution / active EE | $1,927 | $2,370-18.7% | $3,025-36.3% | $2,757-30.1% |
| Participant deferral / active EE | $5,419 | $4,121+31.5% | $5,056+7.2% | $4,300+26.0% |
| Admin fee / account holder | $460 | $8,048-94.3% | $9,460-95.1% | $6,925-93.4% |