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 | $30,072 | $114,712-73.8% | $173,730-82.7% | $87,485-65.6% |
| Participation rate | 71.8% | 73.0%-1.2pp | 79.6%-7.8pp | 68.9%+2.9pp |
| Annual return | 14.78% | 20.18%-5.4pp | 19.96%-5.2pp | 26.06%-11.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,099 | $4,642-54.8% | $6,326-66.8% | $4,274-50.9% |
| Admin fee / account holder | $1,082 | $10,210-89.4% | $17,523-93.8% | $7,775-86.1% |