Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,144 | $114,712-69.4% | $173,730-79.8% | $87,485-59.8% |
| Participation rate | 96.9% | 73.0%+23.9pp | 79.6%+17.4pp | 68.9%+28.0pp |
| Annual return | 24.83% | 20.18%+4.6pp | 19.96%+4.9pp | 26.06%-1.2pp |
| Employer contribution / active EE | $3,640 | $2,904+25.3% | $4,577-20.5% | $2,596+40.2% |
| Participant deferral / active EE | $6,858 | $4,642+47.8% | $6,326+8.4% | $4,274+60.5% |
| Admin fee / account holder | $3,311 | $10,210-67.6% | $17,523-81.1% | $7,775-57.4% |