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 | $15,515 | $93,055-83.3% | $153,741-89.9% | $80,959-80.8% |
| Participation rate | 86.1% | 69.0%+17.1pp | 77.1%+9.0pp | 67.7%+18.4pp |
| Annual return | 14.26% | 19.97%-5.7pp | 15.71%-1.5pp | 35.67%-21.4pp |
| Employer contribution / active EE | $3,744 | $3,504+6.9% | $5,042-25.7% | $2,757+35.8% |
| Participant deferral / active EE | $6,085 | $5,172+17.7% | $6,757-9.9% | $4,300+41.5% |
| Admin fee / account holder | $4,064 | $8,881-54.2% | $12,749-68.1% | $6,925-41.3% |