Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,328 | $72,486-72.0% | $87,103-76.7% | $72,976-72.1% |
| Participation rate | 74.4% | 72.8%+1.5pp | 76.9%-2.5pp | 69.5%+4.9pp |
| Annual return | 18.65% | 24.46%-5.8pp | 28.19%-9.5pp | 81.02%-62.4pp |
| Employer contribution / active EE | $2,113 | $1,894+11.6% | $2,521-16.2% | $2,440-13.4% |
| Participant deferral / active EE | $2,553 | $3,270-21.9% | $4,049-36.9% | $3,608-29.2% |
| Admin fee / account holder | $657 | $5,055-87.0% | $7,491-91.2% | $5,124-87.2% |