Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,748 | $86,919-65.8% | $102,457-71.0% | $80,911-63.2% |
| Participation rate | 81.8% | 72.4%+9.4pp | 76.5%+5.3pp | 67.6%+14.2pp |
| Annual return | 10.57% | 18.90%-8.3pp | 29.41%-18.8pp | 35.63%-25.1pp |
| Employer contribution / active EE | $904 | $2,368-61.8% | $3,022-70.1% | $2,756-67.2% |
| Participant deferral / active EE | $2,221 | $4,119-46.1% | $5,054-56.1% | $4,297-48.3% |
| Admin fee / account holder | $4,334 | $8,049-46.2% | $9,451-54.1% | $6,935-37.5% |