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 | $9,064 | $77,908-88.4% | $149,696-93.9% | $75,173-87.9% |
| Participation rate | 96.7% | 65.6%+31.1pp | 78.8%+17.9pp | 67.2%+29.5pp |
| Annual return | 19.63% | 31.73%-12.1pp | 134.46%-114.8pp | 160.72%-141.1pp |
| Employer contribution / active EE | $1,347 | $3,138-57.1% | $4,821-72.1% | $2,671-49.6% |
| Participant deferral / active EE | $1,929 | $3,411-43.5% | $5,682-66.1% | $4,126-53.3% |
| Admin fee / account holder | $954 | $5,950-84.0% | $13,212-92.8% | $5,651-83.1% |