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 | $2,712 | $69,444-96.1% | $92,985-97.1% | $87,485-96.9% |
| Participation rate | 98.5% | 63.3%+35.2pp | 69.5%+29.0pp | 68.9%+29.6pp |
| Annual return | 24.43% | 23.85%+0.6pp | 27.99%-3.6pp | 26.06%-1.6pp |
| Employer contribution / active EE | $470 | $1,917-75.5% | $2,662-82.3% | $2,596-81.9% |
| Participant deferral / active EE | $1,436 | $3,364-57.3% | $4,377-67.2% | $4,274-66.4% |
| Admin fee / account holder | $601 | $6,137-90.2% | $9,463-93.7% | $7,775-92.3% |