Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,888 | $57,590-89.8% | $86,233-93.2% | $82,448-92.9% |
| Participation rate | 72.7% | 57.9%+14.9pp | 69.0%+3.7pp | 68.1%+4.7pp |
| Annual return | 21.54% | 22.41%-0.9pp | 61.39%-39.8pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,035 | $1,655-37.5% | $2,504-58.7% | $2,551-59.4% |
| Participant deferral / active EE | $1,310 | $3,080-57.5% | $4,559-71.3% | $4,139-68.4% |
| Admin fee / account holder | $2,152 | $4,730-54.5% | $8,342-74.2% | $7,234-70.3% |