Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,229 | $78,423-78.0% | $95,964-82.0% | $79,856-78.4% |
| Participation rate | 97.6% | 73.5%+24.1pp | 77.1%+20.5pp | 69.6%+27.9pp |
| Annual return | 18.23% | 19.37%-1.1pp | 91.64%-73.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,657 | $1,945-14.8% | $2,541-34.8% | $2,471-32.9% |
| Participant deferral / active EE | $3,672 | $3,440+6.7% | $4,167-11.9% | $3,741-1.8% |
| Admin fee / account holder | $670 | $5,622-88.1% | $6,797-90.1% | $5,306-87.4% |