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 | $16,223 | $124,425-87.0% | $112,040-85.5% | $137,256-88.2% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.5%+18.2pp | 80.0%+14.8pp |
| Annual return | 22.75% | 24.72%-2.0pp | 24.52%-1.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $5,966 | $3,411+74.9% | $2,954+102.0% | $4,156+43.6% |
| Participant deferral / active EE | $2,772 | $5,718-51.5% | $5,098-45.6% | $6,407-56.7% |
| Admin fee / account holder | $3,357 | $15,207-77.9% | $12,098-72.3% | $12,270-72.6% |