Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,902 | $95,404-78.1% | $113,397-81.6% | $82,637-74.7% |
| Participation rate | 96.2% | 72.8%+23.4pp | 76.5%+19.7pp | 68.1%+28.2pp |
| Annual return | 24.52% | 19.08%+5.4pp | 23.20%+1.3pp | 53.51%-29.0pp |
| Employer contribution / active EE | $1,880 | $2,307-18.5% | $2,977-36.9% | $2,552-26.3% |
| Participant deferral / active EE | $3,322 | $4,220-21.3% | $5,076-34.6% | $4,126-19.5% |
| Admin fee / account holder | $1,068 | $9,168-88.4% | $11,957-91.1% | $7,339-85.4% |