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 | $28,433 | $78,707-63.9% | $117,861-75.9% | $70,126-59.5% |
| Participation rate | 89.7% | 73.2%+16.5pp | 79.7%+10.0pp | 69.5%+20.1pp |
| Annual return | 18.91% | 23.30%-4.4pp | 335.11%-316.2pp | 73.15%-54.2pp |
| Employer contribution / active EE | $3,093 | $2,223+39.1% | $3,786-18.3% | $2,343+32.1% |
| Participant deferral / active EE | $5,085 | $3,297+54.2% | $4,482+13.5% | $3,332+52.6% |
| Admin fee / account holder | $6,274 | $5,066+23.9% | $8,021-21.8% | $4,645+35.1% |