Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,885 | $110,083-88.3% | $151,628-91.5% | $68,495-81.2% |
| Participation rate | 87.2% | 84.0%+3.3pp | 87.5%-0.3pp | 67.9%+19.3pp |
| Annual return | -17.24% | -10.12%-7.1pp | 3.34%-20.6pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,346 | $4,470-2.8% | $6,165-29.5% | $2,596+67.4% |
| Participant deferral / active EE | $7,428 | $6,526+13.8% | $8,363-11.2% | $4,028+84.4% |
| Admin fee / account holder | $1,804 | $7,718-76.6% | $11,613-84.5% | $5,403-66.6% |