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 | $29,426 | $105,284-72.1% | $150,734-80.5% | $94,015-68.7% |
| Participation rate | 96.6% | 71.7%+24.8pp | 78.4%+18.1pp | 70.8%+25.7pp |
| Annual return | 18.79% | 15.67%+3.1pp | 600.81%-582.0pp | 17.84%+0.9pp |
| Employer contribution / active EE | $3,330 | $3,599-7.5% | $4,918-32.3% | $2,790+19.4% |
| Participant deferral / active EE | $4,284 | $4,274+0.2% | $5,610-23.6% | $4,249+0.8% |
| Admin fee / account holder | $709 | $9,839-92.8% | $14,905-95.2% | $8,951-92.1% |