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 | $7,899 | $81,476-90.3% | $102,383-92.3% | $80,925-90.2% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.7%+12.3pp |
| Annual return | 16.15% | 25.59%-9.4pp | 24.94%-8.8pp | 35.65%-19.5pp |
| Employer contribution / active EE | $1,162 | $3,105-62.6% | $3,870-70.0% | $2,756-57.8% |
| Participant deferral / active EE | $2,481 | $3,871-35.9% | $5,060-51.0% | $4,299-42.3% |
| Admin fee / account holder | $703 | $6,717-89.5% | $8,391-91.6% | $6,940-89.9% |