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 | $23,193 | $101,795-77.2% | $165,100-86.0% | $80,959-71.4% |
| Participation rate | 89.7% | 71.8%+17.8pp | 78.6%+11.0pp | 67.7%+22.0pp |
| Annual return | 15.31% | 16.73%-1.4pp | 70.21%-54.9pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,135 | $2,954-61.6% | $4,348-73.9% | $2,757-58.8% |
| Participant deferral / active EE | $2,750 | $4,476-38.6% | $6,035-54.4% | $4,300-36.0% |
| Admin fee / account holder | $4,663 | $8,221-43.3% | $12,696-63.3% | $6,925-32.7% |