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 | $8,992 | $95,404-90.6% | $113,397-92.1% | $82,637-89.1% |
| Participation rate | 86.0% | 72.8%+13.2pp | 76.5%+9.5pp | 68.1%+17.9pp |
| Annual return | 26.90% | 19.08%+7.8pp | 23.20%+3.7pp | 53.51%-26.6pp |
| Employer contribution / active EE | $1,282 | $2,307-44.4% | $2,977-57.0% | $2,552-49.8% |
| Participant deferral / active EE | $2,688 | $4,220-36.3% | $5,076-47.0% | $4,126-34.8% |
| Admin fee / account holder | $444 | $9,168-95.2% | $11,957-96.3% | $7,339-94.0% |