Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,782 | $81,504-80.6% | $102,437-84.6% | $80,959-80.5% |
| Participation rate | 88.4% | 66.9%+21.5pp | 74.5%+13.9pp | 67.7%+20.7pp |
| Annual return | 15.27% | 25.60%-10.3pp | 24.95%-9.7pp | 35.67%-20.4pp |
| Employer contribution / active EE | $3,673 | $3,104+18.3% | $3,871-5.1% | $2,757+33.2% |
| Participant deferral / active EE | $5,974 | $3,871+54.3% | $5,060+18.1% | $4,300+38.9% |
| Admin fee / account holder | $1,508 | $6,719-77.6% | $8,388-82.0% | $6,925-78.2% |