Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,530 | $69,590-89.2% | $136,867-94.5% | $94,015-92.0% |
| Participation rate | 90.6% | 66.3%+24.3pp | 74.5%+16.1pp | 70.8%+19.8pp |
| Annual return | 27.59% | 19.62%+8.0pp | 42.97%-15.4pp | 17.84%+9.7pp |
| Employer contribution / active EE | $1,396 | $2,396-41.7% | $3,547-60.6% | $2,790-50.0% |
| Participant deferral / active EE | $2,841 | $3,437-17.3% | $4,924-42.3% | $4,249-33.1% |
| Admin fee / account holder | $947 | $8,912-89.4% | $10,340-90.8% | $8,951-89.4% |