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 | $19,937 | $95,453-79.1% | $112,040-82.2% | $82,448-75.8% |
| Participation rate | 80.8% | 72.8%+8.0pp | 76.5%+4.3pp | 68.1%+12.7pp |
| Annual return | 13.48% | 23.92%-10.4pp | 24.52%-11.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,750 | $2,318+18.6% | $2,954-6.9% | $2,551+7.8% |
| Participant deferral / active EE | $5,721 | $4,224+35.4% | $5,098+12.2% | $4,139+38.2% |
| Admin fee / account holder | $2,722 | $9,013-69.8% | $12,098-77.5% | $7,234-62.4% |