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 | $3,716 | $76,407-95.1% | $150,298-97.5% | $82,448-95.5% |
| Participation rate | 78.9% | 66.4%+12.6pp | 77.8%+1.2pp | 68.1%+10.9pp |
| Annual return | 31.35% | 39.99%-8.6pp | 62.79%-31.4pp | 41.64%-10.3pp |
| Employer contribution / active EE | $682 | $2,614-73.9% | $4,154-83.6% | $2,551-73.3% |
| Participant deferral / active EE | $1,205 | $3,214-62.5% | $5,453-77.9% | $4,139-70.9% |
| Admin fee / account holder | $369 | $6,352-94.2% | $14,116-97.4% | $7,234-94.9% |