Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,517 | $95,404-86.9% | $113,397-89.0% | $82,637-84.9% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.5%+17.6pp | 68.1%+26.1pp |
| Annual return | 28.62% | 19.08%+9.5pp | 23.20%+5.4pp | 53.51%-24.9pp |
| Employer contribution / active EE | $2,097 | $2,307-9.1% | $2,977-29.6% | $2,552-17.8% |
| Participant deferral / active EE | $4,513 | $4,220+7.0% | $5,076-11.1% | $4,126+9.4% |
| Admin fee / account holder | $2,448 | $9,168-73.3% | $11,957-79.5% | $7,339-66.6% |