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 | $27,434 | $108,825-74.8% | $156,181-82.4% | $82,448-66.7% |
| Participation rate | 96.6% | 72.4%+24.2pp | 78.8%+17.7pp | 68.1%+28.5pp |
| Annual return | 24.23% | 20.59%+3.6pp | 64.87%-40.6pp | 41.64%-17.4pp |
| Employer contribution / active EE | $3,488 | $2,870+21.6% | $4,294-18.8% | $2,551+36.8% |
| Participant deferral / active EE | $6,286 | $4,577+37.3% | $6,132+2.5% | $4,139+51.9% |
| Admin fee / account holder | $1,420 | $9,341-84.8% | $14,586-90.3% | $7,234-80.4% |