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 | $7,187 | $79,694-91.0% | $96,171-92.5% | $79,391-90.9% |
| Participation rate | 75.2% | 54.0%+21.2pp | 68.4%+6.8pp | 70.7%+4.5pp |
| Annual return | 14.65% | 40.84%-26.2pp | 192.04%-177.4pp | 116.88%-102.2pp |
| Employer contribution / active EE | $469 | $1,443-67.5% | $2,799-83.3% | $2,428-80.7% |
| Participant deferral / active EE | $797 | $2,539-68.6% | $4,350-81.7% | $4,046-80.3% |
| Admin fee / account holder | $678 | $630+7.5% | $5,538-87.8% | $627+8.2% |