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 | $31,643 | $108,825-70.9% | $156,181-79.7% | $82,448-61.6% |
| Participation rate | 73.3% | 72.4%+1.0pp | 78.8%-5.5pp | 68.1%+5.3pp |
| Annual return | 13.32% | 20.59%-7.3pp | 64.87%-51.6pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,743 | $2,870-39.2% | $4,294-59.4% | $2,551-31.7% |
| Participant deferral / active EE | $2,862 | $4,577-37.5% | $6,132-53.3% | $4,139-30.9% |
| Admin fee / account holder | $2,947 | $9,341-68.5% | $14,586-79.8% | $7,234-59.3% |