Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $31,638 | $108,825-70.9% | $156,181-79.7% | $82,448-61.6% |
| Participation rate | 98.1% | 72.4%+25.8pp | 78.8%+19.3pp | 68.1%+30.1pp |
| Annual return | 17.22% | 20.59%-3.4pp | 64.87%-47.7pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,701 | $2,870-40.7% | $4,294-60.4% | $2,551-33.3% |
| Participant deferral / active EE | $3,258 | $4,577-28.8% | $6,132-46.9% | $4,139-21.3% |
| Admin fee / account holder | $4,539 | $9,341-51.4% | $14,586-68.9% | $7,234-37.3% |