Sign up free to preview peer percentile detail
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 | $28,616 | $101,795-71.9% | $165,100-82.7% | $80,959-64.7% |
| Participation rate | 93.3% | 71.8%+21.5pp | 78.6%+14.7pp | 67.7%+25.7pp |
| Annual return | 32.32% | 16.73%+15.6pp | 70.21%-37.9pp | 35.67%-3.3pp |
| Employer contribution / active EE | $3,157 | $2,954+6.9% | $4,348-27.4% | $2,757+14.5% |
| Participant deferral / active EE | $5,626 | $4,476+25.7% | $6,035-6.8% | $4,300+30.8% |
| Admin fee / account holder | $853 | $8,221-89.6% | $12,696-93.3% | $6,925-87.7% |