Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,482 | $86,938-75.3% | $102,423-79.0% | $80,925-73.5% |
| Participation rate | 81.6% | 72.4%+9.2pp | 76.5%+5.1pp | 67.7%+13.9pp |
| Annual return | 29.94% | 18.89%+11.1pp | 29.42%+0.5pp | 35.65%-5.7pp |
| Employer contribution / active EE | $1,916 | $2,369-19.1% | $3,023-36.6% | $2,756-30.5% |
| Participant deferral / active EE | $3,583 | $4,120-13.0% | $5,054-29.1% | $4,299-16.6% |
| Admin fee / account holder | $2,714 | $8,053-66.3% | $9,455-71.3% | $6,940-60.9% |