Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $38,941 | $143,969-73.0% | $199,883-80.5% | $82,637-52.9% |
| Participation rate | 93.5% | 84.1%+9.4pp | 86.8%+6.8pp | 68.1%+25.5pp |
| Annual return | 17.42% | 25.67%-8.3pp | 43.81%-26.4pp | 53.51%-36.1pp |
| Employer contribution / active EE | $2,430 | $4,632-47.5% | $6,261-61.2% | $2,552-4.8% |
| Participant deferral / active EE | $6,068 | $6,937-12.5% | $9,138-33.6% | $4,126+47.1% |
| Admin fee / account holder | $3,826 | $14,597-73.8% | $17,268-77.8% | $7,339-47.9% |