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.
Sign up free to preview 1 actuary disclosure
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 | $15,389 | $116,289-86.8% | $106,128-85.5% | $339,457-95.5% |
| Participation rate | 90.0% | 17.5%+72.5pp | 12.3%+77.7pp | 43.9%+46.1pp |
| Annual return | 4.03% | 3.50%+0.5pp | 5.16%-1.1pp | 13.05%-9.0pp |
| Employer contribution / active EE | $9,300 | $34,017-72.7% | $26,479-64.9% | $37,651-75.3% |
| Participant deferral / active EE | $500 | $42+1080.1% | $78+541.6% | $48+947.8% |
| Admin fee / account holder | $111,403 | $22,109+403.9% | $16,625+570.1% | $31,074+258.5% |