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 | $22,293 | $95,404-76.6% | $113,397-80.3% | $82,637-73.0% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.5%+20.3pp | 68.1%+28.7pp |
| Annual return | 17.54% | 19.08%-1.5pp | 23.20%-5.7pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,693 | $2,307-26.6% | $2,977-43.1% | $2,552-33.7% |
| Participant deferral / active EE | $5,309 | $4,220+25.8% | $5,076+4.6% | $4,126+28.7% |
| Admin fee / account holder | $5,738 | $9,168-37.4% | $11,957-52.0% | $7,339-21.8% |