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 | $17,298 | $106,864-83.8% | $147,318-88.3% | $82,637-79.1% |
| Participation rate | 79.5% | 75.5%+4.0pp | 82.1%-2.6pp | 68.1%+11.4pp |
| Annual return | 21.44% | 27.49%-6.1pp | 70.43%-49.0pp | 53.51%-32.1pp |
| Employer contribution / active EE | $1,113 | $3,417-67.4% | $4,593-75.8% | $2,552-56.4% |
| Participant deferral / active EE | $2,799 | $6,496-56.9% | $7,906-64.6% | $4,126-32.2% |
| Admin fee / account holder | $1,343 | $8,415-84.0% | $13,708-90.2% | $7,339-81.7% |