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 | $32,519 | $85,515-62.0% | $112,040-71.0% | $67,986-52.2% |
| Participation rate | 75.9% | 68.2%+7.7pp | 76.5%-0.6pp | 57.2%+18.7pp |
| Annual return | 18.68% | 29.68%-11.0pp | 24.52%-5.8pp | 31.67%-13.0pp |
| Employer contribution / active EE | $1,123 | $2,191-48.7% | $2,954-62.0% | $2,019-44.4% |
| Participant deferral / active EE | $3,705 | $4,014-7.7% | $5,098-27.3% | $3,358+10.3% |
| Admin fee / account holder | $4,563 | $3,774+20.9% | $12,098-62.3% | $3,203+42.5% |