Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,853 | $97,648-71.5% | $121,663-77.1% | $87,485-68.2% |
| Participation rate | 84.3% | 70.5%+13.8pp | 74.5%+9.8pp | 68.9%+15.4pp |
| Annual return | 15.58% | 18.03%-2.4pp | 147.54%-132.0pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,882 | $2,300-18.2% | $3,020-37.7% | $2,596-27.5% |
| Participant deferral / active EE | $3,518 | $3,923-10.3% | $4,887-28.0% | $4,274-17.7% |
| Admin fee / account holder | $2,577 | $11,100-76.8% | $14,289-82.0% | $7,775-66.9% |