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 | $20,952 | $135,956-84.6% | $123,894-83.1% | $273,972-92.4% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 21.56% | 56.63%-35.1pp | 47.52%-26.0pp | 41.46%-19.9pp |
| Employer contribution / active EE | $3,000 | $5,170-42.0% | $4,617-35.0% | $4,869-38.4% |
| Participant deferral / active EE | $3,587 | $6,343-43.5% | $5,984-40.1% | $5,287-32.2% |
| Admin fee / account holder | $348 | $9,817-96.5% | $8,357-95.8% | $10,133-96.6% |