Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,903 | $60,795-78.8% | $69,461-81.4% | $65,185-80.2% |
| Participation rate | 73.6% | 74.9%-1.3pp | 74.6%-1.0pp | 70.2%+3.4pp |
| Annual return | 23.28% | 17.46%+5.8pp | 28.97%-5.7pp | 29.38%-6.1pp |
| Employer contribution / active EE | $829 | $2,452-66.2% | $2,779-70.2% | $2,177-61.9% |
| Participant deferral / active EE | $1,556 | $3,162-50.8% | $3,536-56.0% | $3,514-55.7% |
| Admin fee / account holder | $1,348 | $314+329.9% | $3,840-64.9% | $847+59.2% |