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 | $22,376 | $58,828-62.0% | $78,002-71.3% | $62,881-64.4% |
| Participation rate | 76.5% | 71.1%+5.5pp | 75.5%+1.0pp | 69.3%+7.2pp |
| Annual return | 21.95% | 17.16%+4.8pp | 425.99%-404.0pp | 20.14%+1.8pp |
| Employer contribution / active EE | $1,035 | $1,672-38.1% | $2,470-58.1% | $2,281-54.6% |
| Participant deferral / active EE | $2,806 | $2,686+4.5% | $3,497-19.7% | $3,203-12.4% |
| Admin fee / account holder | $2,323 | $4,393-47.1% | $5,481-57.6% | $4,296-45.9% |