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 | $18,242 | $99,032-81.6% | $80,022-77.2% | $135,382-86.5% |
| Participation rate | 70.8% | 78.4%-7.5pp | 75.8%-5.0pp | 82.6%-11.8pp |
| Annual return | 2.25% | 15.39%-13.1pp | 11.22%-9.0pp | 519.77%-517.5pp |
| Employer contribution / active EE | $1,242 | $3,043-59.2% | $2,468-49.7% | $4,779-74.0% |
| Participant deferral / active EE | $5,296 | $4,282+23.7% | $3,686+43.7% | $5,609-5.6% |
| Admin fee / account holder | $481 | $10,436-95.4% | $6,521-92.6% | $10,829-95.6% |