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 | $126,661-87.2% | $113,397-85.7% | $138,895-88.3% |
| Participation rate | 94.7% | 79.4%+15.3pp | 76.5%+18.2pp | 79.9%+14.8pp |
| Annual return | 22.75% | 25.05%-2.3pp | 23.20%-0.5pp | 145.39%-122.6pp |
| Employer contribution / active EE | $5,966 | $3,456+72.6% | $2,977+100.4% | $4,194+42.2% |
| Participant deferral / active EE | $2,772 | $5,693-51.3% | $5,076-45.4% | $6,396-56.7% |
| Admin fee / account holder | $3,357 | $14,549-76.9% | $11,957-71.9% | $12,562-73.3% |