Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,494 | $123,478-66.4% | $216,567-80.8% | $94,015-55.9% |
| Participation rate | 74.4% | 75.1%-0.7pp | 81.6%-7.2pp | 70.8%+3.6pp |
| Annual return | 39.18% | 23.61%+15.6pp | 12.94%+26.2pp | 17.84%+21.3pp |
| Employer contribution / active EE | $1,999 | $3,136-36.3% | $5,216-61.7% | $2,790-28.4% |
| Participant deferral / active EE | $4,167 | $4,556-8.5% | $6,191-32.7% | $4,249-1.9% |
| Admin fee / account holder | $4,033 | $12,753-68.4% | $21,981-81.7% | $8,951-54.9% |