Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,360 | $199,109-90.3% | $173,730-88.9% | $154,746-87.5% |
| Participation rate | 89.5% | 82.8%+6.7pp | 79.6%+9.9pp | 80.7%+8.8pp |
| Annual return | 21.52% | 20.02%+1.5pp | 19.96%+1.6pp | 172.34%-150.8pp |
| Employer contribution / active EE | $3,330 | $5,311-37.3% | $4,577-27.3% | $4,379-24.0% |
| Participant deferral / active EE | $5,876 | $7,113-17.4% | $6,326-7.1% | $6,730-12.7% |
| Admin fee / account holder | $875 | $20,916-95.8% | $17,523-95.0% | $14,365-93.9% |