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 | $8,979 | $73,863-87.8% | $143,797-93.8% | $68,490-86.9% |
| Participation rate | 82.3% | 66.7%+15.6pp | 80.3%+2.0pp | 67.9%+14.4pp |
| Annual return | -16.02% | 0.91%-16.9pp | -0.04%-16.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,328 | $3,185-58.3% | $4,952-73.2% | $2,597-48.8% |
| Participant deferral / active EE | $2,212 | $3,385-34.6% | $5,638-60.8% | $4,028-45.1% |
| Admin fee / account holder | $706 | $5,756-87.7% | $14,679-95.2% | $5,403-86.9% |