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 | $16,946 | $135,956-87.5% | $123,894-86.3% | $273,972-93.8% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 17.01% | 56.63%-39.6pp | 47.52%-30.5pp | 41.46%-24.4pp |
| Employer contribution / active EE | $3,530 | $5,170-31.7% | $4,617-23.5% | $4,869-27.5% |
| Participant deferral / active EE | $6,096 | $6,343-3.9% | $5,984+1.9% | $5,287+15.3% |
| Admin fee / account holder | $314 | $9,817-96.8% | $8,357-96.2% | $10,133-96.9% |