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 | $21,627 | $199,109-89.1% | $173,730-87.6% | $154,746-86.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.62% | 20.02%-0.4pp | 19.96%-0.3pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,933 | $5,311-63.6% | $4,577-57.8% | $4,379-55.8% |
| Participant deferral / active EE | $10,803 | $7,113+51.9% | $6,326+70.8% | $6,730+60.5% |
| Admin fee / account holder | $21,844 | $20,916+4.4% | $17,523+24.7% | $14,365+52.1% |