Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,445 | $115,225-90.9% | $100,712-89.6% | $138,895-92.5% |
| Participation rate | 83.3% | 74.3%+9.0pp | 69.3%+14.1pp | 79.9%+3.4pp |
| Annual return | 25.09% | 40.35%-15.3pp | 33.27%-8.2pp | 145.39%-120.3pp |
| Employer contribution / active EE | $2,089 | $2,771-24.6% | $2,313-9.7% | $4,194-50.2% |
| Participant deferral / active EE | $3,959 | $4,699-15.7% | $4,085-3.1% | $6,396-38.1% |
| Admin fee / account holder | $3,971 | $10,844-63.4% | $9,256-57.1% | $12,562-68.4% |