Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,675 | $97,550-81.9% | $120,344-85.3% | $87,485-79.8% |
| Participation rate | 91.8% | 72.8%+19.0pp | 76.7%+15.1pp | 68.9%+22.9pp |
| Annual return | 19.34% | 18.41%+0.9pp | 20.30%-1.0pp | 26.06%-6.7pp |
| Employer contribution / active EE | $1,862 | $2,291-18.7% | $3,020-38.3% | $2,596-28.3% |
| Participant deferral / active EE | $3,001 | $4,230-29.1% | $5,135-41.6% | $4,274-29.8% |
| Admin fee / account holder | $1,107 | $9,543-88.4% | $12,742-91.3% | $7,775-85.8% |