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 | $14,463 | $77,896-81.4% | $134,172-89.2% | $82,448-82.5% |
| Participation rate | 78.6% | 62.8%+15.8pp | 72.5%+6.1pp | 68.1%+10.5pp |
| Annual return | 17.69% | 18.21%-0.5pp | 25.30%-7.6pp | 41.64%-24.0pp |
| Employer contribution / active EE | $845 | $2,159-60.9% | $3,420-75.3% | $2,551-66.9% |
| Participant deferral / active EE | $1,822 | $3,162-42.4% | $4,690-61.2% | $4,139-56.0% |
| Admin fee / account holder | $758 | $6,336-88.0% | $12,016-93.7% | $7,234-89.5% |