Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,662 | $106,749-89.1% | $145,433-92.0% | $82,448-85.9% |
| Participation rate | 95.2% | 75.6%+19.6pp | 82.1%+13.1pp | 68.1%+27.2pp |
| Annual return | 17.76% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,563 | $3,444-54.6% | $4,554-65.7% | $2,551-38.7% |
| Participant deferral / active EE | $2,901 | $6,519-55.5% | $7,897-63.3% | $4,139-29.9% |
| Admin fee / account holder | $700 | $8,390-91.7% | $13,129-94.7% | $7,234-90.3% |