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 | $32,823 | $95,453-65.6% | $112,040-70.7% | $82,448-60.2% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 14.18% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,206 | $2,318-4.8% | $2,954-25.3% | $2,551-13.5% |
| Participant deferral / active EE | $3,996 | $4,224-5.4% | $5,098-21.6% | $4,139-3.5% |
| Admin fee / account holder | $1,127 | $9,013-87.5% | $12,098-90.7% | $7,234-84.4% |