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 | $24,251 | $67,602-64.1% | $82,312-70.5% | $70,126-65.4% |
| Participation rate | 74.5% | 72.8%+1.7pp | 76.9%-2.4pp | 69.5%+4.9pp |
| Annual return | 21.68% | 21.57%+0.1pp | 25.88%-4.2pp | 73.15%-51.5pp |
| Employer contribution / active EE | $950 | $1,755-45.9% | $2,428-60.9% | $2,343-59.4% |
| Participant deferral / active EE | $2,722 | $2,987-8.9% | $3,706-26.6% | $3,332-18.3% |
| Admin fee / account holder | $946 | $4,512-79.0% | $5,608-83.1% | $4,645-79.6% |