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 | $22,014 | $167,533-86.9% | $151,645-85.5% | $134,545-83.6% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -7.41% | 7.81%-15.2pp | 3.34%-10.7pp | 418.37%-425.8pp |
| Employer contribution / active EE | $2,516 | $6,828-63.2% | $6,165-59.2% | $4,742-46.9% |
| Participant deferral / active EE | $8,644 | $8,985-3.8% | $8,363+3.4% | $6,401+35.0% |
| Admin fee / account holder | $43,355 | $13,781+214.6% | $11,614+273.3% | $11,431+279.3% |