Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,878 | $64,729-80.1% | $112,263-88.5% | $68,490-81.2% |
| Participation rate | 86.3% | 67.2%+19.1pp | 75.1%+11.2pp | 67.9%+18.4pp |
| Annual return | -14.67% | -11.40%-3.3pp | 27.49%-42.2pp | -7.85%-6.8pp |
| Employer contribution / active EE | $2,379 | $2,746-13.3% | $3,636-34.6% | $2,597-8.4% |
| Participant deferral / active EE | $3,387 | $3,566-5.0% | $4,729-28.4% | $4,028-15.9% |
| Admin fee / account holder | $2,069 | $5,222-60.4% | $6,410-67.7% | $5,403-61.7% |