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 | $26,108 | $86,919-70.0% | $102,457-74.5% | $80,911-67.7% |
| Participation rate | 80.5% | 72.4%+8.1pp | 76.5%+4.0pp | 67.6%+12.9pp |
| Annual return | 13.59% | 18.90%-5.3pp | 29.41%-15.8pp | 35.63%-22.0pp |
| Employer contribution / active EE | $3,565 | $2,368+50.5% | $3,022+18.0% | $2,756+29.4% |
| Participant deferral / active EE | $3,098 | $4,119-24.8% | $5,054-38.7% | $4,297-27.9% |
| Admin fee / account holder | $2,641 | $8,049-67.2% | $9,451-72.1% | $6,935-61.9% |