Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,434 | $86,949-84.5% | $102,460-86.9% | $80,959-83.4% |
| Participation rate | 82.3% | 72.4%+9.9pp | 76.5%+5.7pp | 67.7%+14.6pp |
| Annual return | 25.05% | 18.89%+6.2pp | 29.47%-4.4pp | 35.67%-10.6pp |
| Employer contribution / active EE | $1,967 | $2,370-17.0% | $3,025-35.0% | $2,757-28.7% |
| Participant deferral / active EE | $2,652 | $4,121-35.6% | $5,056-47.5% | $4,300-38.3% |
| Admin fee / account holder | $1,458 | $8,048-81.9% | $9,460-84.6% | $6,925-78.9% |