Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,871 | $58,627-93.4% | $76,735-95.0% | $82,448-95.3% |
| Participation rate | 96.7% | 63.2%+33.4pp | 69.5%+27.2pp | 68.1%+28.6pp |
| Annual return | 16.04% | 39.10%-23.1pp | 29.77%-13.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $905 | $1,729-47.7% | $2,454-63.1% | $2,551-64.5% |
| Participant deferral / active EE | $1,958 | $3,134-37.5% | $4,088-52.1% | $4,139-52.7% |
| Admin fee / account holder | $1,543 | $5,323-71.0% | $7,189-78.5% | $7,234-78.7% |