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 | $25,385 | $101,795-75.1% | $165,100-84.6% | $80,959-68.6% |
| Participation rate | 75.6% | 71.8%+3.7pp | 78.6%-3.1pp | 67.7%+7.9pp |
| Annual return | 10.88% | 16.73%-5.8pp | 70.21%-59.3pp | 35.67%-24.8pp |
| Employer contribution / active EE | $2,319 | $2,954-21.5% | $4,348-46.7% | $2,757-15.9% |
| Participant deferral / active EE | $4,377 | $4,476-2.2% | $6,035-27.5% | $4,300+1.8% |
| Admin fee / account holder | $1,412 | $8,221-82.8% | $12,696-88.9% | $6,925-79.6% |