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 | $21,092 | $101,950-79.3% | $125,529-83.2% | $86,983-75.8% |
| Participation rate | 95.7% | 70.2%+25.6pp | 74.7%+21.0pp | 69.5%+26.2pp |
| Annual return | 19.26% | 18.29%+1.0pp | 202.56%-183.3pp | 25.83%-6.6pp |
| Employer contribution / active EE | $2,604 | $2,358+10.4% | $3,058-14.8% | $2,584+0.8% |
| Participant deferral / active EE | $5,092 | $3,862+31.8% | $4,813+5.8% | $4,194+21.4% |
| Admin fee / account holder | $3,072 | $12,791-76.0% | $16,298-81.1% | $7,856-60.9% |