Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $32,424 | $110,137-70.6% | $161,149-79.9% | $82,637-60.8% |
| Participation rate | 89.3% | 72.4%+16.9pp | 78.8%+10.4pp | 68.1%+21.2pp |
| Annual return | 21.09% | 20.69%+0.4pp | 21.16%-0.1pp | 53.51%-32.4pp |
| Employer contribution / active EE | $1,450 | $2,856-49.2% | $4,360-66.8% | $2,552-43.2% |
| Participant deferral / active EE | $3,012 | $4,575-34.2% | $6,153-51.1% | $4,126-27.0% |
| Admin fee / account holder | $404 | $9,467-95.7% | $15,194-97.3% | $7,339-94.5% |