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 | $14,197 | $77,962-81.8% | $178,540-92.0% | $80,935-82.5% |
| Participation rate | 96.9% | 65.7%+31.2pp | 77.1%+19.8pp | 67.7%+29.2pp |
| Annual return | 28.27% | 18.10%+10.2pp | 27.15%+1.1pp | 35.66%-7.4pp |
| Employer contribution / active EE | $4,921 | $2,280+115.8% | $3,953+24.5% | $2,757+78.5% |
| Participant deferral / active EE | $8,320 | $4,404+88.9% | $6,281+32.5% | $4,299+93.5% |
| Admin fee / account holder | $5,591 | $7,156-21.9% | $10,424-46.4% | $6,924-19.3% |