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 | $24,048 | $95,404-74.8% | $113,397-78.8% | $82,637-70.9% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.5%-6.1pp | 68.1%+2.3pp |
| Annual return | 16.08% | 19.08%-3.0pp | 23.20%-7.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $1,519 | $2,307-34.2% | $2,977-49.0% | $2,552-40.5% |
| Participant deferral / active EE | $6,591 | $4,220+56.2% | $5,076+29.8% | $4,126+59.7% |
| Admin fee / account holder | $2,355 | $9,168-74.3% | $11,957-80.3% | $7,339-67.9% |