Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $24,351 | $239,571-89.8% | $183,328-86.7% | $137,256-82.3% |
| Participation rate | 83.3% | 82.4%+0.9pp | 77.3%+6.0pp | 80.0%+3.4pp |
| Annual return | 24.00% | 35.69%-11.7pp | 29.67%-5.7pp | 220.34%-196.3pp |
| Employer contribution / active EE | $2,404 | $6,148-60.9% | $5,055-52.4% | $4,156-42.2% |
| Participant deferral / active EE | $4,702 | $7,995-41.2% | $6,795-30.8% | $6,407-26.6% |
| Admin fee / account holder | $7,191 | $30,059-76.1% | $21,427-66.4% | $12,270-41.4% |