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 | $19,179 | $106,864-82.1% | $147,318-87.0% | $82,637-76.8% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.1%+16.0pp | 68.1%+30.0pp |
| Annual return | 21.72% | 27.49%-5.8pp | 70.43%-48.7pp | 53.51%-31.8pp |
| Employer contribution / active EE | $1,531 | $3,417-55.2% | $4,593-66.7% | $2,552-40.0% |
| Participant deferral / active EE | $3,974 | $6,496-38.8% | $7,906-49.7% | $4,126-3.7% |
| Admin fee / account holder | $674 | $8,415-92.0% | $13,708-95.1% | $7,339-90.8% |