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 | $26,467 | $95,453-72.3% | $112,040-76.4% | $82,448-67.9% |
| Participation rate | 88.2% | 72.8%+15.5pp | 76.5%+11.7pp | 68.1%+20.2pp |
| Annual return | 19.26% | 23.92%-4.7pp | 24.52%-5.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,850 | $2,318-20.2% | $2,954-37.4% | $2,551-27.5% |
| Participant deferral / active EE | $3,020 | $4,224-28.5% | $5,098-40.8% | $4,139-27.0% |
| Admin fee / account holder | $575 | $9,013-93.6% | $12,098-95.2% | $7,234-92.1% |