Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,444 | $126,661-94.9% | $113,397-94.3% | $138,895-95.4% |
| Participation rate | 86.7% | 79.4%+7.2pp | 76.5%+10.2pp | 79.9%+6.7pp |
| Annual return | 18.43% | 25.05%-6.6pp | 23.20%-4.8pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,123 | $3,456-67.5% | $2,977-62.3% | $4,194-73.2% |
| Participant deferral / active EE | $2,284 | $5,693-59.9% | $5,076-55.0% | $6,396-64.3% |
| Admin fee / account holder | $507 | $14,549-96.5% | $11,957-95.8% | $12,562-96.0% |