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 | $16,568 | $60,349-72.5% | $74,184-77.7% | $62,881-73.7% |
| Participation rate | 70.6% | 72.7%-2.1pp | 76.6%-6.0pp | 69.3%+1.3pp |
| Annual return | 7.06% | 21.38%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $729 | $1,680-56.6% | $2,370-69.3% | $2,281-68.0% |
| Participant deferral / active EE | $1,413 | $2,856-50.5% | $3,550-60.2% | $3,203-55.9% |
| Admin fee / account holder | $661 | $4,261-84.5% | $5,586-88.2% | $4,296-84.6% |