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 | $9,061 | $63,904-85.8% | $89,340-89.9% | $67,986-86.7% |
| Participation rate | 89.6% | 54.3%+35.3pp | 69.6%+20.1pp | 57.2%+32.4pp |
| Annual return | 23.64% | 18.09%+5.5pp | 20.57%+3.1pp | 31.67%-8.0pp |
| Employer contribution / active EE | $1,224 | $1,627-24.8% | $2,231-45.2% | $2,019-39.4% |
| Participant deferral / active EE | $2,815 | $2,691+4.6% | $3,823-26.4% | $3,358-16.2% |
| Admin fee / account holder | $427 | $3,315-87.1% | $6,704-93.6% | $3,203-86.7% |