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 | $7,784 | $87,132-91.1% | $105,624-92.6% | $80,959-90.4% |
| Participation rate | 97.1% | 70.4%+26.7pp | 75.3%+21.9pp | 67.7%+29.5pp |
| Annual return | 14.69% | 17.03%-2.3pp | 116.20%-101.5pp | 35.67%-21.0pp |
| Employer contribution / active EE | $697 | $2,397-70.9% | $3,168-78.0% | $2,757-74.7% |
| Participant deferral / active EE | $2,258 | $3,985-43.3% | $5,013-54.9% | $4,300-47.5% |
| Admin fee / account holder | $1,275 | $8,449-84.9% | $10,961-88.4% | $6,925-81.6% |