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 | $4,751 | $76,407-93.8% | $150,298-96.8% | $82,448-94.2% |
| Participation rate | 70.0% | 66.4%+3.6pp | 77.8%-7.8pp | 68.1%+1.9pp |
| Annual return | 29.01% | 39.99%-11.0pp | 62.79%-33.8pp | 41.64%-12.6pp |
| Employer contribution / active EE | $663 | $2,614-74.6% | $4,154-84.0% | $2,551-74.0% |
| Participant deferral / active EE | $1,783 | $3,214-44.5% | $5,453-67.3% | $4,139-56.9% |
| Admin fee / account holder | $2,221 | $6,352-65.0% | $14,116-84.3% | $7,234-69.3% |