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 | $26,153 | $95,404-72.6% | $113,397-76.9% | $82,637-68.4% |
| Participation rate | 95.5% | 72.8%+22.7pp | 76.5%+19.0pp | 68.1%+27.5pp |
| Annual return | 17.29% | 19.08%-1.8pp | 23.20%-5.9pp | 53.51%-36.2pp |
| Employer contribution / active EE | $2,312 | $2,307+0.2% | $2,977-22.4% | $2,552-9.4% |
| Participant deferral / active EE | $4,152 | $4,220-1.6% | $5,076-18.2% | $4,126+0.6% |
| Admin fee / account holder | $2,559 | $9,168-72.1% | $11,957-78.6% | $7,339-65.1% |