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 | $15,536 | $76,371-79.7% | $93,621-83.4% | $72,975-78.7% |
| Participation rate | 73.7% | 71.8%+1.9pp | 75.8%-2.2pp | 69.5%+4.2pp |
| Annual return | 21.35% | 25.82%-4.5pp | 32.76%-11.4pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,646 | $2,276-27.7% | $2,719-39.5% | $2,440-32.6% |
| Participant deferral / active EE | $2,972 | $3,538-16.0% | $4,070-27.0% | $3,608-17.6% |
| Admin fee / account holder | $793 | $6,839-88.4% | $7,890-90.0% | $5,124-84.5% |