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 | $11,318 | $95,453-88.1% | $112,040-89.9% | $82,448-86.3% |
| Participation rate | 95.2% | 72.8%+22.5pp | 76.5%+18.7pp | 68.1%+27.2pp |
| Annual return | 26.67% | 23.92%+2.7pp | 24.52%+2.1pp | 41.64%-15.0pp |
| Employer contribution / active EE | $1,711 | $2,318-26.2% | $2,954-42.1% | $2,551-32.9% |
| Participant deferral / active EE | $3,467 | $4,224-17.9% | $5,098-32.0% | $4,139-16.2% |
| Admin fee / account holder | $1,419 | $9,013-84.3% | $12,098-88.3% | $7,234-80.4% |