Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,789 | $76,834-72.9% | $108,359-80.8% | $87,485-76.2% |
| Participation rate | 84.7% | 61.7%+23.0pp | 70.1%+14.6pp | 68.9%+15.8pp |
| Annual return | 13.42% | 19.09%-5.7pp | 36.89%-23.5pp | 26.06%-12.6pp |
| Employer contribution / active EE | $804 | $1,556-48.4% | $2,399-66.5% | $2,596-69.0% |
| Participant deferral / active EE | $4,046 | $3,100+30.5% | $4,137-2.2% | $4,274-5.3% |
| Admin fee / account holder | $8,763 | $6,537+34.0% | $9,741-10.0% | $7,775+12.7% |