Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,887 | $124,425-87.2% | $112,040-85.8% | $137,256-88.4% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 23.98% | 24.72%-0.7pp | 24.52%-0.5pp | 220.34%-196.4pp |
| Employer contribution / active EE | $2,110 | $3,411-38.2% | $2,954-28.6% | $4,156-49.2% |
| Participant deferral / active EE | $3,212 | $5,718-43.8% | $5,098-37.0% | $6,407-49.9% |
| Admin fee / account holder | $514 | $15,207-96.6% | $12,098-95.8% | $12,270-95.8% |