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 | $5,801 | $59,440-90.2% | $78,004-92.6% | $82,637-93.0% |
| Participation rate | 88.2% | 62.8%+25.4pp | 69.4%+18.8pp | 68.1%+20.2pp |
| Annual return | 22.23% | 40.24%-18.0pp | 31.07%-8.8pp | 53.51%-31.3pp |
| Employer contribution / active EE | $729 | $1,750-58.4% | $2,469-70.5% | $2,552-71.5% |
| Participant deferral / active EE | $1,675 | $3,138-46.6% | $4,092-59.1% | $4,126-59.4% |
| Admin fee / account holder | $357 | $5,504-93.5% | $7,578-95.3% | $7,339-95.1% |