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 | $6,443 | $64,920-90.1% | $103,693-93.8% | $86,983-92.6% |
| Participation rate | 95.0% | 63.6%+31.4pp | 72.6%+22.4pp | 69.5%+25.5pp |
| Annual return | 25.43% | 30.29%-4.9pp | 47.61%-22.2pp | 25.83%-0.4pp |
| Employer contribution / active EE | $1,132 | $2,141-47.1% | $2,920-61.2% | $2,584-56.2% |
| Participant deferral / active EE | $1,885 | $3,241-41.8% | $4,579-58.8% | $4,194-55.0% |
| Admin fee / account holder | $524 | $6,191-91.5% | $7,858-93.3% | $7,856-93.3% |