Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,546 | $72,272-74.3% | $101,264-81.7% | $79,858-76.8% |
| Participation rate | 81.1% | 68.5%+12.6pp | 75.8%+5.3pp | 69.6%+11.4pp |
| Annual return | 21.21% | 22.30%-1.1pp | 46.48%-25.3pp | 31.72%-10.5pp |
| Employer contribution / active EE | $1,289 | $2,692-52.1% | $3,660-64.8% | $2,471-47.8% |
| Participant deferral / active EE | $5,408 | $3,282+64.8% | $4,370+23.7% | $3,740+44.6% |
| Admin fee / account holder | $871 | $4,401-80.2% | $5,947-85.3% | $5,306-83.6% |