Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,499 | $136,860-86.5% | $120,344-84.6% | $154,746-88.0% |
| Participation rate | 93.3% | 79.9%+13.4pp | 76.7%+16.6pp | 80.7%+12.6pp |
| Annual return | 17.11% | 21.38%-4.3pp | 20.30%-3.2pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,836 | $3,533-19.7% | $3,020-6.1% | $4,379-35.2% |
| Participant deferral / active EE | $4,237 | $5,793-26.9% | $5,135-17.5% | $6,730-37.0% |
| Admin fee / account holder | $3,373 | $15,393-78.1% | $12,742-73.5% | $14,365-76.5% |