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 | $27,834 | $110,137-74.7% | $161,149-82.7% | $82,637-66.3% |
| Participation rate | 93.8% | 72.4%+21.5pp | 78.8%+15.0pp | 68.1%+25.8pp |
| Annual return | 21.39% | 20.69%+0.7pp | 21.16%+0.2pp | 53.51%-32.1pp |
| Employer contribution / active EE | $2,314 | $2,856-19.0% | $4,360-46.9% | $2,552-9.3% |
| Participant deferral / active EE | $7,341 | $4,575+60.5% | $6,153+19.3% | $4,126+77.9% |
| Admin fee / account holder | $844 | $9,467-91.1% | $15,194-94.4% | $7,339-88.5% |