Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,720 | $64,462-86.5% | $81,482-89.3% | $80,911-89.2% |
| Participation rate | 75.7% | 63.9%+11.8pp | 69.5%+6.2pp | 67.6%+8.0pp |
| Annual return | 11.22% | 16.35%-5.1pp | 24.79%-13.6pp | 35.63%-24.4pp |
| Employer contribution / active EE | $1,402 | $1,979-29.2% | $2,463-43.1% | $2,756-49.1% |
| Participant deferral / active EE | $1,739 | $3,094-43.8% | $3,885-55.2% | $4,297-59.5% |
| Admin fee / account holder | $556 | $5,678-90.2% | $5,761-90.3% | $6,935-92.0% |