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 | $15,877 | $124,425-87.2% | $112,040-85.8% | $137,256-88.4% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.5%+5.3pp | 80.0%+1.9pp |
| Annual return | 18.28% | 24.72%-6.4pp | 24.52%-6.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,189 | $3,411-65.2% | $2,954-59.8% | $4,156-71.4% |
| Participant deferral / active EE | $1,848 | $5,718-67.7% | $5,098-63.8% | $6,407-71.2% |
| Admin fee / account holder | $592 | $15,207-96.1% | $12,098-95.1% | $12,270-95.2% |