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 | $13,359 | $76,367-82.5% | $93,614-85.7% | $72,983-81.7% |
| Participation rate | 75.0% | 71.7%+3.3pp | 75.8%-0.8pp | 69.5%+5.5pp |
| Annual return | 18.44% | 25.82%-7.4pp | 32.76%-14.3pp | 81.01%-62.6pp |
| Employer contribution / active EE | $1,059 | $2,275-53.4% | $2,718-61.0% | $2,440-56.6% |
| Participant deferral / active EE | $2,507 | $3,538-29.1% | $4,069-38.4% | $3,608-30.5% |
| Admin fee / account holder | $1,021 | $6,838-85.1% | $7,889-87.1% | $5,124-80.1% |