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 | $7,978 | $112,729-92.9% | $98,716-91.9% | $137,256-94.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 32.49% | 38.48%-6.0pp | 31.81%+0.7pp | 220.34%-187.8pp |
| Employer contribution / active EE | $1,936 | $2,725-29.0% | $2,279-15.0% | $4,156-53.4% |
| Participant deferral / active EE | $2,607 | $4,640-43.8% | $4,048-35.6% | $6,407-59.3% |
| Admin fee / account holder | $612 | $10,129-94.0% | $8,703-93.0% | $12,270-95.0% |