Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,998 | $69,590-84.2% | $136,867-92.0% | $94,015-88.3% |
| Participation rate | 94.4% | 66.3%+28.1pp | 74.5%+19.9pp | 70.8%+23.6pp |
| Annual return | 14.09% | 19.62%-5.5pp | 42.97%-28.9pp | 17.84%-3.8pp |
| Employer contribution / active EE | $2,546 | $2,396+6.2% | $3,547-28.2% | $2,790-8.7% |
| Participant deferral / active EE | $3,381 | $3,437-1.6% | $4,924-31.3% | $4,249-20.4% |
| Admin fee / account holder | $595 | $8,912-93.3% | $10,340-94.2% | $8,951-93.4% |