Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,519 | $76,383-74.4% | $121,663-84.0% | $64,340-69.7% |
| Participation rate | 75.2% | 60.4%+14.8pp | 74.5%+0.7pp | 55.2%+20.0pp |
| Annual return | 20.57% | 16.98%+3.6pp | 147.54%-127.0pp | 24.14%-3.6pp |
| Employer contribution / active EE | $1,979 | $1,943+1.9% | $3,020-34.5% | $1,862+6.3% |
| Participant deferral / active EE | $2,779 | $3,149-11.8% | $4,887-43.1% | $2,980-6.8% |
| Admin fee / account holder | $2,012 | $4,142-51.4% | $14,289-85.9% | $3,703-45.6% |