Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,270 | $106,864-82.9% | $147,318-87.6% | $82,637-77.9% |
| Participation rate | 93.2% | 75.5%+17.7pp | 82.1%+11.2pp | 68.1%+25.2pp |
| Annual return | 19.77% | 27.49%-7.7pp | 70.43%-50.7pp | 53.51%-33.7pp |
| Employer contribution / active EE | $2,342 | $3,417-31.4% | $4,593-49.0% | $2,552-8.2% |
| Participant deferral / active EE | $4,241 | $6,496-34.7% | $7,906-46.4% | $4,126+2.8% |
| Admin fee / account holder | $765 | $8,415-90.9% | $13,708-94.4% | $7,339-89.6% |