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 | $20,541 | $212,386-90.3% | $199,883-89.7% | $138,895-85.2% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.8%+4.1pp | 79.9%+11.0pp |
| Annual return | 25.74% | 47.75%-22.0pp | 43.81%-18.1pp | 145.39%-119.7pp |
| Employer contribution / active EE | $3,175 | $6,625-52.1% | $6,261-49.3% | $4,194-24.3% |
| Participant deferral / active EE | $7,108 | $9,617-26.1% | $9,138-22.2% | $6,396+11.1% |
| Admin fee / account holder | $1,598 | $18,233-91.2% | $17,268-90.7% | $12,562-87.3% |