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 | $21,952 | $135,956-83.9% | $123,894-82.3% | $273,972-92.0% |
| Participation rate | 94.7% | 84.1%+10.7pp | 81.4%+13.3pp | 83.0%+11.7pp |
| Annual return | 4.55% | 56.63%-52.1pp | 47.52%-43.0pp | 41.46%-36.9pp |
| Employer contribution / active EE | $1,278 | $5,170-75.3% | $4,617-72.3% | $4,869-73.7% |
| Participant deferral / active EE | $3,013 | $6,343-52.5% | $5,984-49.6% | $5,287-43.0% |
| Admin fee / account holder | $2,846 | $9,817-71.0% | $8,357-65.9% | $10,133-71.9% |