Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,635 | $106,524-83.4% | $152,301-88.4% | $87,485-79.8% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.4%+14.5pp | 68.9%+28.0pp |
| Annual return | 25.07% | 26.89%-1.8pp | 80.50%-55.4pp | 26.06%-1.0pp |
| Employer contribution / active EE | $3,906 | $3,371+15.9% | $4,624-15.5% | $2,596+50.5% |
| Participant deferral / active EE | $3,825 | $6,525-41.4% | $8,004-52.2% | $4,274-10.5% |
| Admin fee / account holder | $1,357 | $8,287-83.6% | $14,398-90.6% | $7,775-82.5% |