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 | $9,243 | $82,523-88.8% | $115,752-92.0% | $70,126-86.8% |
| Participation rate | 85.5% | 74.0%+11.5pp | 77.8%+7.7pp | 69.5%+15.9pp |
| Annual return | 34.75% | 28.22%+6.5pp | 19.41%+15.3pp | 73.15%-38.4pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,215 | $4,062-20.8% | $5,204-38.2% | $3,332-3.5% |
| Admin fee / account holder | $624 | $4,552-86.3% | $6,278-90.1% | $4,645-86.6% |