Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,758 | $138,366-73.4% | $184,185-80.0% | $80,911-54.6% |
| Participation rate | 96.8% | 83.9%+12.9pp | 86.8%+9.9pp | 67.6%+29.1pp |
| Annual return | 19.77% | 20.02%-0.3pp | 28.81%-9.0pp | 35.63%-15.9pp |
| Employer contribution / active EE | $2,516 | $4,849-48.1% | $6,426-60.8% | $2,756-8.7% |
| Participant deferral / active EE | $5,580 | $7,074-21.1% | $9,132-38.9% | $4,297+29.9% |
| Admin fee / account holder | $23,599 | $10,484+125.1% | $13,909+69.7% | $6,935+240.3% |