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 | $23,973 | $67,411-64.4% | $91,004-73.7% | $70,126-65.8% |
| Participation rate | 98.3% | 71.4%+26.9pp | 75.6%+22.7pp | 69.5%+28.8pp |
| Annual return | 18.44% | -40.16%+58.6pp | 4.60%+13.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $1,962 | $1,786+9.8% | $2,456-20.1% | $2,343-16.3% |
| Participant deferral / active EE | $2,140 | $2,823-24.2% | $3,548-39.7% | $3,332-35.8% |
| Admin fee / account holder | $1,313 | $4,236-69.0% | $5,417-75.8% | $4,645-71.7% |