Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,705 | $106,864-83.4% | $147,318-88.0% | $82,637-78.6% |
| Participation rate | 94.3% | 75.5%+18.8pp | 82.1%+12.2pp | 68.1%+26.2pp |
| Annual return | 18.55% | 27.49%-8.9pp | 70.43%-51.9pp | 53.51%-35.0pp |
| Employer contribution / active EE | $2,076 | $3,417-39.2% | $4,593-54.8% | $2,552-18.6% |
| Participant deferral / active EE | $5,586 | $6,496-14.0% | $7,906-29.3% | $4,126+35.4% |
| Admin fee / account holder | $483 | $8,415-94.3% | $13,708-96.5% | $7,339-93.4% |