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 | $16,363 | $64,324-74.6% | $118,914-86.2% | $79,856-79.5% |
| Participation rate | 89.9% | 64.9%+25.0pp | 75.4%+14.5pp | 69.6%+20.2pp |
| Annual return | 17.08% | 86.45%-69.4pp | 35.89%-18.8pp | 31.71%-14.6pp |
| Employer contribution / active EE | $889 | $1,836-51.6% | $3,264-72.8% | $2,471-64.0% |
| Participant deferral / active EE | $1,631 | $2,824-42.2% | $4,266-61.8% | $3,741-56.4% |
| Admin fee / account holder | $965 | $4,040-76.1% | $6,582-85.3% | $5,306-81.8% |