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 | $16,857 | $91,559-81.6% | $133,971-87.4% | $79,852-78.9% |
| Participation rate | 84.0% | 73.3%+10.7pp | 79.8%+4.2pp | 69.6%+14.4pp |
| Annual return | 17.78% | 61.85%-44.1pp | 45.09%-27.3pp | 31.72%-13.9pp |
| Employer contribution / active EE | $1,414 | $2,384-40.7% | $3,919-63.9% | $2,471-42.8% |
| Participant deferral / active EE | $1,790 | $3,734-52.0% | $5,047-64.5% | $3,740-52.1% |
| Admin fee / account holder | $407 | $6,321-93.6% | $8,929-95.4% | $5,306-92.3% |