Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,492 | $83,485-70.7% | $125,180-80.4% | $72,983-66.4% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.5%+18.0pp |
| Annual return | 29.20% | 25.78%+3.4pp | 43.79%-14.6pp | 81.01%-51.8pp |
| Employer contribution / active EE | $1,747 | $2,346-25.5% | $3,866-54.8% | $2,440-28.4% |
| Participant deferral / active EE | $3,154 | $3,586-12.0% | $4,937-36.1% | $3,608-12.6% |
| Admin fee / account holder | $931 | $5,518-83.1% | $9,703-90.4% | $5,124-81.8% |