Sign up free to preview peer percentile detail
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 | $12,021 | $86,949-86.2% | $102,460-88.3% | $80,959-85.2% |
| Participation rate | 90.8% | 72.4%+18.4pp | 76.5%+14.3pp | 67.7%+23.1pp |
| Annual return | 15.10% | 18.89%-3.8pp | 29.47%-14.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $2,121 | $2,370-10.5% | $3,025-29.9% | $2,757-23.1% |
| Participant deferral / active EE | $4,319 | $4,121+4.8% | $5,056-14.6% | $4,300+0.4% |
| Admin fee / account holder | $4,766 | $8,048-40.8% | $9,460-49.6% | $6,925-31.2% |