Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,374 | $67,411-80.2% | $91,004-85.3% | $70,124-80.9% |
| Participation rate | 94.7% | 71.4%+23.3pp | 75.6%+19.1pp | 69.5%+25.1pp |
| Annual return | 38.95% | -40.16%+79.1pp | 4.60%+34.3pp | 73.14%-34.2pp |
| Employer contribution / active EE | $1,624 | $1,786-9.1% | $2,456-33.9% | $2,342-30.7% |
| Participant deferral / active EE | $2,432 | $2,823-13.9% | $3,548-31.5% | $3,332-27.0% |
| Admin fee / account holder | $432 | $4,236-89.8% | $5,417-92.0% | $4,645-90.7% |