Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,565 | $106,864-85.4% | $147,318-89.4% | $82,637-81.2% |
| Participation rate | 84.5% | 75.5%+9.0pp | 82.1%+2.4pp | 68.1%+16.4pp |
| Annual return | 15.14% | 27.49%-12.4pp | 70.43%-55.3pp | 53.51%-38.4pp |
| Employer contribution / active EE | $886 | $3,417-74.1% | $4,593-80.7% | $2,552-65.3% |
| Participant deferral / active EE | $3,734 | $6,496-42.5% | $7,906-52.8% | $4,126-9.5% |
| Admin fee / account holder | $6,020 | $8,415-28.5% | $13,708-56.1% | $7,339-18.0% |