Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,609 | $93,598-80.1% | $135,974-86.3% | $75,173-75.2% |
| Participation rate | 93.3% | 75.2%+18.1pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 19.57% | 30.89%-11.3pp | 68.30%-48.7pp | 160.72%-141.1pp |
| Employer contribution / active EE | $3,940 | $3,538+11.4% | $4,859-18.9% | $2,671+47.5% |
| Participant deferral / active EE | $9,851 | $6,405+53.8% | $7,760+26.9% | $4,126+138.7% |
| Admin fee / account holder | $2,621 | $6,978-62.4% | $10,767-75.7% | $5,651-53.6% |