Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,633 | $95,453-80.5% | $112,040-83.4% | $82,448-77.4% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.5%+13.2pp | 68.1%+21.6pp |
| Annual return | 25.27% | 23.92%+1.4pp | 24.52%+0.8pp | 41.64%-16.4pp |
| Employer contribution / active EE | $1,308 | $2,318-43.5% | $2,954-55.7% | $2,551-48.7% |
| Participant deferral / active EE | $6,081 | $4,224+44.0% | $5,098+19.3% | $4,139+46.9% |
| Admin fee / account holder | $1,560 | $9,013-82.7% | $12,098-87.1% | $7,234-78.4% |