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 | $12,439 | $99,032-87.4% | $80,022-84.5% | $135,380-90.8% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | 20.10% | 15.39%+4.7pp | 11.22%+8.9pp | 519.81%-499.7pp |
| Employer contribution / active EE | $2,438 | $3,043-19.9% | $2,468-1.2% | $4,779-49.0% |
| Participant deferral / active EE | $5,607 | $4,282+30.9% | $3,686+52.1% | $5,6090% |
| Admin fee / account holder | $9,510 | $10,436-8.9% | $6,521+45.8% | $10,828-12.2% |