Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,757 | $46,599-81.2% | $64,101-86.3% | $75,173-88.4% |
| Participation rate | 89.1% | 65.9%+23.2pp | 72.3%+16.8pp | 67.2%+21.9pp |
| Annual return | 19.59% | 26.06%-6.5pp | 33.72%-14.1pp | 160.72%-141.1pp |
| Employer contribution / active EE | $1,136 | $1,975-42.5% | $2,749-58.7% | $2,671-57.5% |
| Participant deferral / active EE | $2,773 | $2,837-2.3% | $3,881-28.5% | $4,126-32.8% |
| Admin fee / account holder | $431 | $2,956-85.4% | $3,070-86.0% | $5,651-92.4% |