Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,117 | $78,425-74.3% | $95,956-79.0% | $79,858-74.8% |
| Participation rate | 76.0% | 73.5%+2.5pp | 77.1%-1.1pp | 69.6%+6.4pp |
| Annual return | 16.62% | 19.37%-2.8pp | 91.63%-75.0pp | 31.72%-15.1pp |
| Employer contribution / active EE | $2,323 | $1,945+19.4% | $2,541-8.6% | $2,471-6.0% |
| Participant deferral / active EE | $4,290 | $3,440+24.7% | $4,167+3.0% | $3,740+14.7% |
| Admin fee / account holder | $5,993 | $5,622+6.6% | $6,797-11.8% | $5,306+12.9% |