Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,850 | $106,749-89.8% | $145,433-92.5% | $82,448-86.8% |
| Participation rate | 89.3% | 75.6%+13.6pp | 82.1%+7.2pp | 68.1%+21.2pp |
| Annual return | 18.20% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,785 | $3,444-19.1% | $4,554-38.8% | $2,551+9.2% |
| Participant deferral / active EE | $3,681 | $6,519-43.5% | $7,897-53.4% | $4,139-11.1% |
| Admin fee / account holder | $2,929 | $8,390-65.1% | $13,129-77.7% | $7,234-59.5% |