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 | $11,909 | $64,359-81.5% | $90,161-86.8% | $70,124-83.0% |
| Participation rate | 83.9% | 70.4%+13.4pp | 76.9%+7.0pp | 69.5%+14.3pp |
| Annual return | 22.55% | 28.13%-5.6pp | 34.89%-12.3pp | 73.14%-50.6pp |
| Employer contribution / active EE | $2,379 | $2,046+16.3% | $3,318-28.3% | $2,342+1.5% |
| Participant deferral / active EE | $3,593 | $4,389-18.1% | $5,287-32.0% | $3,332+7.9% |
| Admin fee / account holder | $599 | $3,945-84.8% | $5,943-89.9% | $4,645-87.1% |