Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,743 | $66,402-86.8% | $109,895-92.0% | $85,856-89.8% |
| Participation rate | 94.9% | 63.9%+31.0pp | 74.2%+20.6pp | 69.3%+25.6pp |
| Annual return | 15.65% | 19.59%-3.9pp | 29.46%-13.8pp | 318.58%-302.9pp |
| Employer contribution / active EE | $1,028 | $1,687-39.1% | $2,843-63.8% | $2,565-59.9% |
| Participant deferral / active EE | $1,238 | $2,842-56.5% | $4,049-69.4% | $3,952-68.7% |
| Admin fee / account holder | $514 | $4,557-88.7% | $6,067-91.5% | $6,261-91.8% |