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 | $36,107 | $177,595-79.7% | $148,496-75.7% | $198,609-81.8% |
| Participation rate | 82.6% | 79.3%+3.4pp | 76.0%+6.6pp | 82.4%+0.2pp |
| Annual return | 17.01% | 9.97%+7.0pp | 12.33%+4.7pp | 202.70%-185.7pp |
| Employer contribution / active EE | $2,130 | $4,098-48.0% | $3,497-39.1% | $5,055-57.9% |
| Participant deferral / active EE | $4,028 | $5,539-27.3% | $4,808-16.2% | $6,977-42.3% |
| Admin fee / account holder | $4,099 | $27,010-84.8% | $19,547-79.0% | $19,030-78.5% |