Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,074 | $106,749-80.3% | $145,433-85.5% | $82,448-74.4% |
| Participation rate | 93.8% | 75.6%+18.1pp | 82.1%+11.6pp | 68.1%+25.7pp |
| Annual return | 27.10% | 27.59%-0.5pp | 66.58%-39.5pp | 41.64%-14.5pp |
| Employer contribution / active EE | $2,356 | $3,444-31.6% | $4,554-48.3% | $2,551-7.7% |
| Participant deferral / active EE | $8,845 | $6,519+35.7% | $7,897+12.0% | $4,139+113.7% |
| Admin fee / account holder | $2,031 | $8,390-75.8% | $13,129-84.5% | $7,234-71.9% |