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 | $8,039 | $69,444-88.4% | $92,985-91.4% | $87,485-90.8% |
| Participation rate | 83.3% | 63.3%+20.0pp | 69.5%+13.8pp | 68.9%+14.4pp |
| Annual return | 22.30% | 23.85%-1.6pp | 27.99%-5.7pp | 26.06%-3.8pp |
| Employer contribution / active EE | $1,109 | $1,917-42.1% | $2,662-58.3% | $2,596-57.3% |
| Participant deferral / active EE | $2,730 | $3,364-18.8% | $4,377-37.6% | $4,274-36.1% |
| Admin fee / account holder | $1,858 | $6,137-69.7% | $9,463-80.4% | $7,775-76.1% |