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 | $11,640 | $49,239-76.4% | $70,462-83.5% | $79,858-85.4% |
| Participation rate | 94.6% | 69.2%+25.4pp | 75.1%+19.5pp | 69.6%+25.0pp |
| Annual return | 19.86% | 30.08%-10.2pp | 109.08%-89.2pp | 31.72%-11.9pp |
| Employer contribution / active EE | $434 | $2,100-79.3% | $2,737-84.1% | $2,471-82.4% |
| Participant deferral / active EE | $3,092 | $2,769+11.7% | $3,710-16.7% | $3,740-17.3% |
| Admin fee / account holder | $302 | $2,876-89.5% | $3,845-92.1% | $5,306-94.3% |