Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,960 | $71,873-75.0% | $86,698-79.3% | $68,490-73.8% |
| Participation rate | 74.1% | 72.2%+1.8pp | 76.6%-2.5pp | 67.9%+6.2pp |
| Annual return | -18.29% | 3.54%-21.8pp | 35.96%-54.3pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,770 | $2,173+27.5% | $2,837-2.3% | $2,597+6.7% |
| Participant deferral / active EE | $5,465 | $3,779+44.6% | $4,656+17.4% | $4,028+35.7% |
| Admin fee / account holder | $1,877 | $6,110-69.3% | $7,492-74.9% | $5,403-65.3% |