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 | $7,536 | $78,690-90.4% | $161,489-95.3% | $87,485-91.4% |
| Participation rate | 85.0% | 67.5%+17.5pp | 78.7%+6.3pp | 68.9%+16.1pp |
| Annual return | 19.18% | 32.74%-13.6pp | 89.72%-70.5pp | 26.06%-6.9pp |
| Employer contribution / active EE | $1,029 | $2,588-60.3% | $4,268-75.9% | $2,596-60.4% |
| Participant deferral / active EE | $1,525 | $3,311-53.9% | $5,630-72.9% | $4,274-64.3% |
| Admin fee / account holder | $317 | $6,724-95.3% | $16,006-98.0% | $7,775-95.9% |