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 | $32,582 | $125,797-74.1% | $170,043-80.8% | $75,173-56.7% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.0%-7.0pp | 67.2%+12.8pp |
| Annual return | 22.95% | 27.20%-4.2pp | 53.40%-30.5pp | 160.72%-137.8pp |
| Employer contribution / active EE | $4,860 | $4,616+5.3% | $6,790-28.4% | $2,671+82.0% |
| Participant deferral / active EE | $7,587 | $6,838+11.0% | $10,410-27.1% | $4,126+83.9% |
| Admin fee / account holder | $1,247 | $8,177-84.8% | $12,824-90.3% | $5,651-77.9% |