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 | $138,386-73.4% | $184,260-80.1% | $80,935-54.6% |
| Participation rate | 96.8% | 83.9%+12.9pp | 86.8%+9.9pp | 67.7%+29.1pp |
| Annual return | 19.77% | 20.02%-0.3pp | 28.84%-9.1pp | 35.66%-15.9pp |
| Employer contribution / active EE | $2,516 | $4,851-48.1% | $6,427-60.9% | $2,757-8.7% |
| Participant deferral / active EE | $5,580 | $7,076-21.1% | $9,133-38.9% | $4,299+29.8% |
| Admin fee / account holder | $23,599 | $10,489+125.0% | $13,898+69.8% | $6,924+240.8% |