Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,173 | $97,550-78.3% | $120,344-82.4% | $87,485-75.8% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.7%+21.0pp | 68.9%+28.8pp |
| Annual return | 16.93% | 18.41%-1.5pp | 20.30%-3.4pp | 26.06%-9.1pp |
| Employer contribution / active EE | $1,576 | $2,291-31.2% | $3,020-47.8% | $2,596-39.3% |
| Participant deferral / active EE | $3,278 | $4,230-22.5% | $5,135-36.2% | $4,274-23.3% |
| Admin fee / account holder | $2,650 | $9,543-72.2% | $12,742-79.2% | $7,775-65.9% |