Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,002 | $106,749-83.1% | $145,433-87.6% | $82,448-78.2% |
| Participation rate | 89.7% | 75.6%+14.1pp | 82.1%+7.6pp | 68.1%+21.7pp |
| Annual return | 17.91% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,332 | $3,444-61.3% | $4,554-70.7% | $2,551-47.8% |
| Participant deferral / active EE | $3,273 | $6,519-49.8% | $7,897-58.6% | $4,139-20.9% |
| Admin fee / account holder | $1,411 | $8,390-83.2% | $13,129-89.3% | $7,234-80.5% |