Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $28,880 | $76,112-62.1% | $96,544-70.1% | $71,529-59.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 22.10% | 22.80%-0.7pp | 25.88%-3.8pp | 28.97%-6.9pp |
| Employer contribution / active EE | $5,568 | $2,248+147.7% | $2,966+87.7% | $2,590+115.0% |
| Participant deferral / active EE | $8,443 | $4,217+100.2% | $4,851+74.0% | $4,291+96.7% |
| Admin fee / account holder | $598 | $2,708-77.9% | $8,254-92.8% | $1,588-62.3% |