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 | $19,363 | $106,524-81.8% | $152,301-87.3% | $87,485-77.9% |
| Participation rate | 84.3% | 75.8%+8.6pp | 82.4%+1.9pp | 68.9%+15.4pp |
| Annual return | 19.40% | 26.89%-7.5pp | 80.50%-61.1pp | 26.06%-6.7pp |
| Employer contribution / active EE | $1,792 | $3,371-46.8% | $4,624-61.3% | $2,596-31.0% |
| Participant deferral / active EE | $3,061 | $6,525-53.1% | $8,004-61.8% | $4,274-28.4% |
| Admin fee / account holder | $1,386 | $8,287-83.3% | $14,398-90.4% | $7,775-82.2% |