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 | $12,367 | $97,550-87.3% | $120,344-89.7% | $87,485-85.9% |
| Participation rate | 94.7% | 72.8%+21.9pp | 76.7%+18.0pp | 68.9%+25.8pp |
| Annual return | 22.97% | 18.41%+4.6pp | 20.30%+2.7pp | 26.06%-3.1pp |
| Employer contribution / active EE | $1,338 | $2,291-41.6% | $3,020-55.7% | $2,596-48.5% |
| Participant deferral / active EE | $2,243 | $4,230-47.0% | $5,135-56.3% | $4,274-47.5% |
| Admin fee / account holder | $1,443 | $9,543-84.9% | $12,742-88.7% | $7,775-81.4% |