Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,715 | $108,825-78.2% | $156,181-84.8% | $82,448-71.2% |
| Participation rate | 77.9% | 72.4%+5.6pp | 78.8%-0.9pp | 68.1%+9.9pp |
| Annual return | 21.86% | 20.59%+1.3pp | 64.87%-43.0pp | 41.64%-19.8pp |
| Employer contribution / active EE | $2,076 | $2,870-27.7% | $4,294-51.7% | $2,551-18.6% |
| Participant deferral / active EE | $3,318 | $4,577-27.5% | $6,132-45.9% | $4,139-19.8% |
| Admin fee / account holder | $782 | $9,341-91.6% | $14,586-94.6% | $7,234-89.2% |