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 | $4,194 | $59,440-92.9% | $78,004-94.6% | $82,637-94.9% |
| Participation rate | 95.7% | 62.8%+32.8pp | 69.4%+26.2pp | 68.1%+27.6pp |
| Annual return | 19.44% | 40.24%-20.8pp | 31.07%-11.6pp | 53.51%-34.1pp |
| Employer contribution / active EE | $631 | $1,750-64.0% | $2,469-74.4% | $2,552-75.3% |
| Participant deferral / active EE | $1,554 | $3,138-50.5% | $4,092-62.0% | $4,126-62.3% |
| Admin fee / account holder | $813 | $5,504-85.2% | $7,578-89.3% | $7,339-88.9% |