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 | $17,933 | $86,940-79.4% | $102,434-82.5% | $80,935-77.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.22% | 18.89%-6.7pp | 29.46%-17.2pp | 35.66%-23.4pp |
| Employer contribution / active EE | $2,899 | $2,370+22.3% | $3,023-4.1% | $2,757+5.2% |
| Participant deferral / active EE | $3,762 | $4,121-8.7% | $5,055-25.6% | $4,299-12.5% |
| Admin fee / account holder | $1,771 | $8,047-78.0% | $9,462-81.3% | $6,924-74.4% |