Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,926 | $72,027-87.6% | $185,861-95.2% | $79,856-88.8% |
| Participation rate | 97.8% | 65.8%+32.0pp | 78.0%+19.7pp | 69.6%+28.1pp |
| Annual return | 15.20% | 23.13%-7.9pp | 35.96%-20.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,097 | $1,965-44.2% | $4,088-73.2% | $2,471-55.6% |
| Participant deferral / active EE | $2,459 | $3,780-34.9% | $5,634-56.4% | $3,741-34.3% |
| Admin fee / account holder | $899 | $4,513-80.1% | $9,503-90.5% | $5,306-83.1% |