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 | $6,115 | $81,276-92.5% | $155,574-96.1% | $80,925-92.4% |
| Participation rate | 81.3% | 66.2%+15.0pp | 78.2%+3.0pp | 67.7%+13.6pp |
| Annual return | 16.61% | 33.36%-16.8pp | 64.87%-48.3pp | 35.65%-19.0pp |
| Employer contribution / active EE | $2,225 | $3,103-28.3% | $4,676-52.4% | $2,756-19.3% |
| Participant deferral / active EE | $3,114 | $3,453-9.8% | $5,629-44.7% | $4,299-27.6% |
| Admin fee / account holder | $1,645 | $7,993-79.4% | $15,914-89.7% | $6,940-76.3% |