Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,457 | $81,476-74.9% | $102,383-80.0% | $80,925-74.7% |
| Participation rate | 97.1% | 66.8%+30.3pp | 74.5%+22.6pp | 67.7%+29.5pp |
| Annual return | 13.14% | 25.59%-12.5pp | 24.94%-11.8pp | 35.65%-22.5pp |
| Employer contribution / active EE | $2,064 | $3,105-33.5% | $3,870-46.7% | $2,756-25.1% |
| Participant deferral / active EE | $4,329 | $3,871+11.8% | $5,060-14.4% | $4,299+0.7% |
| Admin fee / account holder | $2,042 | $6,717-69.6% | $8,391-75.7% | $6,940-70.6% |