Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,043 | $93,345-81.7% | $119,126-85.7% | $87,485-80.5% |
| Participation rate | 72.5% | 68.7%+3.7pp | 75.8%-3.3pp | 68.9%+3.5pp |
| Annual return | 15.42% | 19.08%-3.7pp | 282.11%-266.7pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,123 | $3,172-64.6% | $4,034-72.2% | $2,596-56.8% |
| Participant deferral / active EE | $2,437 | $4,099-40.5% | $5,318-54.2% | $4,274-43.0% |
| Admin fee / account holder | $941 | $8,039-88.3% | $10,693-91.2% | $7,775-87.9% |