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 | $19,977 | $70,430-71.6% | $96,572-79.3% | $85,851-76.7% |
| Participation rate | 81.1% | 61.8%+19.3pp | 69.8%+11.3pp | 69.3%+11.8pp |
| Annual return | 13.06% | 18.58%-5.5pp | 37.79%-24.7pp | 318.63%-305.6pp |
| Employer contribution / active EE | $981 | $1,413-30.6% | $2,357-58.4% | $2,565-61.7% |
| Participant deferral / active EE | $1,301 | $2,894-55.0% | $3,850-66.2% | $3,952-67.1% |
| Admin fee / account holder | $1,277 | $4,996-74.4% | $6,183-79.4% | $6,261-79.6% |