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 | $17,936 | $72,492-75.3% | $87,102-79.4% | $72,983-75.4% |
| Participation rate | 80.8% | 72.8%+8.0pp | 76.9%+3.9pp | 69.5%+11.3pp |
| Annual return | 36.63% | 24.46%+12.2pp | 28.19%+8.4pp | 81.01%-44.4pp |
| Employer contribution / active EE | $2,578 | $1,894+36.1% | $2,521+2.3% | $2,440+5.7% |
| Participant deferral / active EE | $4,435 | $3,270+35.6% | $4,048+9.5% | $3,608+22.9% |
| Admin fee / account holder | $342 | $5,055-93.2% | $7,491-95.4% | $5,124-93.3% |