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 | $86,938-84.5% | $102,423-86.9% | $80,925-83.4% |
| Participation rate | 82.3% | 72.4%+9.9pp | 76.5%+5.8pp | 67.7%+14.6pp |
| Annual return | 25.05% | 18.89%+6.2pp | 29.42%-4.4pp | 35.65%-10.6pp |
| Employer contribution / active EE | $1,967 | $2,369-17.0% | $3,023-34.9% | $2,756-28.6% |
| Participant deferral / active EE | $2,652 | $4,120-35.6% | $5,054-47.5% | $4,299-38.3% |
| Admin fee / account holder | $1,458 | $8,053-81.9% | $9,455-84.6% | $6,940-79.0% |