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 | $30,330 | $95,404-68.2% | $113,397-73.3% | $82,637-63.3% |
| Participation rate | 93.8% | 72.8%+20.9pp | 76.5%+17.3pp | 68.1%+25.7pp |
| Annual return | 17.01% | 19.08%-2.1pp | 23.20%-6.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $1,400 | $2,307-39.3% | $2,977-53.0% | $2,552-45.1% |
| Participant deferral / active EE | $2,855 | $4,220-32.3% | $5,076-43.8% | $4,126-30.8% |
| Admin fee / account holder | $4,780 | $9,168-47.9% | $11,957-60.0% | $7,339-34.9% |