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 | $25,273 | $91,559-72.4% | $133,978-81.1% | $79,856-68.4% |
| Participation rate | 79.4% | 73.3%+6.1pp | 79.8%-0.4pp | 69.6%+9.8pp |
| Annual return | 14.88% | 61.85%-47.0pp | 45.10%-30.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,558 | $2,384-34.6% | $3,919-60.2% | $2,471-37.0% |
| Participant deferral / active EE | $1,803 | $3,734-51.7% | $5,047-64.3% | $3,741-51.8% |
| Admin fee / account holder | $2,672 | $6,321-57.7% | $8,930-70.1% | $5,306-49.6% |