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 | $6,357 | $86,940-92.7% | $102,434-93.8% | $80,935-92.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 16.16% | 18.89%-2.7pp | 29.46%-13.3pp | 35.66%-19.5pp |
| Employer contribution / active EE | $708 | $2,370-70.1% | $3,023-76.6% | $2,757-74.3% |
| Participant deferral / active EE | $2,629 | $4,121-36.2% | $5,055-48.0% | $4,299-38.8% |
| Admin fee / account holder | $444 | $8,047-94.5% | $9,462-95.3% | $6,924-93.6% |