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 | $75,541-93.7% | $152,093-96.9% | $82,637-94.3% |
| Participation rate | 70.0% | 66.5%+3.5pp | 77.8%-7.8pp | 68.1%+1.9pp |
| Annual return | 29.01% | 32.56%-3.5pp | 66.36%-37.3pp | 53.51%-24.5pp |
| Employer contribution / active EE | $663 | $2,622-74.7% | $4,175-84.1% | $2,552-74.0% |
| Participant deferral / active EE | $1,783 | $3,206-44.4% | $5,451-67.3% | $4,126-56.8% |
| Admin fee / account holder | $2,221 | $6,405-65.3% | $14,497-84.7% | $7,339-69.7% |