Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,096 | $58,627-89.6% | $76,735-92.1% | $82,448-92.6% |
| Participation rate | 85.2% | 63.2%+22.0pp | 69.5%+15.7pp | 68.1%+17.1pp |
| Annual return | 24.10% | 39.10%-15.0pp | 29.77%-5.7pp | 41.64%-17.5pp |
| Employer contribution / active EE | $726 | $1,729-58.0% | $2,454-70.4% | $2,551-71.5% |
| Participant deferral / active EE | $1,307 | $3,134-58.3% | $4,088-68.0% | $4,139-68.4% |
| Admin fee / account holder | $369 | $5,323-93.1% | $7,189-94.9% | $7,234-94.9% |