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 | $22,426 | $95,453-76.5% | $112,040-80.0% | $82,448-72.8% |
| Participation rate | 77.4% | 72.8%+4.7pp | 76.5%+0.9pp | 68.1%+9.4pp |
| Annual return | 14.95% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,372 | $2,318-40.8% | $2,954-53.5% | $2,551-46.2% |
| Participant deferral / active EE | $2,841 | $4,224-32.7% | $5,098-44.3% | $4,139-31.4% |
| Admin fee / account holder | $2,135 | $9,013-76.3% | $12,098-82.4% | $7,234-70.5% |