Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,436 | $52,580-72.5% | $71,671-79.9% | $70,126-79.4% |
| Participation rate | 75.9% | 60.9%+15.0pp | 68.7%+7.1pp | 69.5%+6.3pp |
| Annual return | 14.49% | 20.25%-5.8pp | 20.65%-6.2pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,123 | $2,386-52.9% | $3,438-67.3% | $3,332-66.3% |
| Admin fee / account holder | $1,717 | $3,653-53.0% | $5,558-69.1% | $4,645-63.0% |