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 | $32,942 | $95,404-65.5% | $113,397-71.0% | $82,637-60.1% |
| Participation rate | 82.1% | 72.8%+9.3pp | 76.5%+5.6pp | 68.1%+14.1pp |
| Annual return | 20.78% | 19.08%+1.7pp | 23.20%-2.4pp | 53.51%-32.7pp |
| Employer contribution / active EE | $3,291 | $2,307+42.7% | $2,977+10.5% | $2,552+29.0% |
| Participant deferral / active EE | $6,664 | $4,220+57.9% | $5,076+31.3% | $4,126+61.5% |
| Admin fee / account holder | $1,765 | $9,168-80.8% | $11,957-85.2% | $7,339-76.0% |