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 | $7,832 | $81,331-90.4% | $155,534-95.0% | $80,935-90.3% |
| Participation rate | 87.1% | 66.3%+20.8pp | 78.2%+8.9pp | 67.7%+19.4pp |
| Annual return | 13.90% | 33.37%-19.5pp | 64.92%-51.0pp | 35.66%-21.8pp |
| Employer contribution / active EE | $917 | $3,105-70.5% | $4,675-80.4% | $2,757-66.8% |
| Participant deferral / active EE | $2,296 | $3,454-33.5% | $5,630-59.2% | $4,299-46.6% |
| Admin fee / account holder | $327 | $7,999-95.9% | $15,900-97.9% | $6,924-95.3% |