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 | $18,653 | $77,358-75.9% | $102,184-81.7% | $87,485-78.7% |
| Participation rate | 80.8% | 78.7%+2.1pp | 82.6%-1.8pp | 68.9%+11.8pp |
| Annual return | 20.18% | 41.11%-20.9pp | 31.58%-11.4pp | 26.06%-5.9pp |
| Employer contribution / active EE | $2,353 | $2,562-8.2% | $3,594-34.5% | $2,596-9.4% |
| Participant deferral / active EE | $4,560 | $6,753-32.5% | $8,309-45.1% | $4,274+6.7% |
| Admin fee / account holder | $3,690 | $6,809-45.8% | $11,609-68.2% | $7,775-52.5% |