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 | $15,933 | $95,453-83.3% | $112,040-85.8% | $82,448-80.7% |
| Participation rate | 95.1% | 72.8%+22.4pp | 76.5%+18.6pp | 68.1%+27.1pp |
| Annual return | 19.21% | 23.92%-4.7pp | 24.52%-5.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,481 | $2,318-36.1% | $2,954-49.9% | $2,551-41.9% |
| Participant deferral / active EE | $3,102 | $4,224-26.6% | $5,098-39.2% | $4,139-25.1% |
| Admin fee / account holder | $1,216 | $9,013-86.5% | $12,098-89.9% | $7,234-83.2% |