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 | $27,375 | $86,922-68.5% | $102,438-73.3% | $80,874-66.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.05% | 18.90%-3.8pp | 29.37%-14.3pp | 35.62%-20.6pp |
| Employer contribution / active EE | $3,460 | $2,369+46.0% | $3,024+14.4% | $2,756+25.5% |
| Participant deferral / active EE | $6,450 | $4,119+56.6% | $5,054+27.6% | $4,297+50.1% |
| Admin fee / account holder | $1,772 | $8,050-78.0% | $9,448-81.2% | $6,935-74.4% |