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 | $1,156 | $94,439-98.8% | $73,658-98.4% | $154,746-99.3% |
| Participation rate | 75.0% | 64.7%+10.3pp | 57.0%+18.0pp | 80.7%-5.7pp |
| Annual return | 14.05% | 28.25%-14.2pp | 29.72%-15.7pp | 172.34%-158.3pp |
| Employer contribution / active EE | $424 | $1,257-66.3% | $1,032-59.0% | $4,379-90.3% |
| Participant deferral / active EE | $445 | $2,527-82.4% | $2,062-78.4% | $6,730-93.4% |
| Admin fee / account holder | $1,075 | $3,843-72.0% | $3,357-68.0% | $14,365-92.5% |