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 | $21,544 | $157,276-86.3% | $141,177-84.7% | $152,885-85.9% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 31.34% | 64.33%-33.0pp | 71.40%-40.1pp | 345.39%-314.0pp |
| Employer contribution / active EE | $983 | $5,262-81.3% | $4,736-79.3% | $4,763-79.4% |
| Participant deferral / active EE | $5,584 | $7,110-21.5% | $6,710-16.8% | $5,851-4.6% |
| Admin fee / account holder | $4,514 | $12,123-62.8% | $10,263-56.0% | $11,598-61.1% |