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 | $31,579 | $97,550-67.6% | $120,344-73.8% | $87,485-63.9% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.7%+12.6pp | 68.9%+20.4pp |
| Annual return | 13.59% | 18.41%-4.8pp | 20.30%-6.7pp | 26.06%-12.5pp |
| Employer contribution / active EE | $2,096 | $2,291-8.5% | $3,020-30.6% | $2,596-19.3% |
| Participant deferral / active EE | $4,268 | $4,230+0.9% | $5,135-16.9% | $4,274-0.1% |
| Admin fee / account holder | $3,573 | $9,543-62.6% | $12,742-72.0% | $7,775-54.0% |