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 | $29,795 | $91,559-67.5% | $133,959-77.8% | $79,858-62.7% |
| Participation rate | 93.6% | 73.3%+20.2pp | 79.8%+13.7pp | 69.6%+24.0pp |
| Annual return | 11.07% | 61.85%-50.8pp | 45.09%-34.0pp | 31.72%-20.7pp |
| Employer contribution / active EE | $1,107 | $2,384-53.6% | $3,919-71.8% | $2,471-55.2% |
| Participant deferral / active EE | $2,098 | $3,734-43.8% | $5,047-58.4% | $3,740-43.9% |
| Admin fee / account holder | $3,897 | $6,321-38.4% | $8,928-56.4% | $5,306-26.6% |