Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,498 | $136,860-85.8% | $120,344-83.8% | $154,746-87.4% |
| Participation rate | 95.8% | 79.9%+15.9pp | 76.7%+19.1pp | 80.7%+15.1pp |
| Annual return | 20.71% | 21.38%-0.7pp | 20.30%+0.4pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,654 | $3,533-53.2% | $3,020-45.2% | $4,379-62.2% |
| Participant deferral / active EE | $2,484 | $5,793-57.1% | $5,135-51.6% | $6,730-63.1% |
| Admin fee / account holder | $2,140 | $15,393-86.1% | $12,742-83.2% | $14,365-85.1% |