Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,705 | $94,031-70.5% | $115,768-76.1% | $82,448-66.4% |
| Participation rate | 74.5% | 70.4%+4.1pp | 74.4%+0.1pp | 68.1%+6.4pp |
| Annual return | 20.98% | 20.61%+0.4pp | 100.46%-79.5pp | 41.64%-20.7pp |
| Employer contribution / active EE | $1,517 | $2,323-34.7% | $2,940-48.4% | $2,551-40.5% |
| Participant deferral / active EE | $5,175 | $3,972+30.3% | $4,917+5.2% | $4,139+25.0% |
| Admin fee / account holder | $3,418 | $10,249-66.7% | $12,439-72.5% | $7,234-52.8% |