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 | $28,290 | $115,931-75.6% | $185,441-84.7% | $86,983-67.5% |
| Participation rate | 91.5% | 73.6%+17.9pp | 80.3%+11.3pp | 69.5%+22.0pp |
| Annual return | 22.00% | 21.47%+0.5pp | 20.16%+1.8pp | 25.83%-3.8pp |
| Employer contribution / active EE | $4,061 | $2,937+38.3% | $4,672-13.1% | $2,584+57.1% |
| Participant deferral / active EE | $4,928 | $4,551+8.3% | $6,152-19.9% | $4,194+17.5% |
| Admin fee / account holder | $1,028 | $10,687-90.4% | $17,890-94.3% | $7,856-86.9% |