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 | $21,784 | $75,963-71.3% | $97,995-77.8% | $70,126-68.9% |
| Participation rate | 91.8% | 77.0%+14.9pp | 82.4%+9.5pp | 69.5%+22.3pp |
| Annual return | 15.26% | 19.26%-4.0pp | 23.94%-8.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $2,695 | $3,278-17.8% | $4,158-35.2% | $2,343+15.0% |
| Participant deferral / active EE | $3,529 | $4,053-12.9% | $5,097-30.8% | $3,332+5.9% |
| Admin fee / account holder | $1,500 | $5,407-72.3% | $5,943-74.8% | $4,645-67.7% |