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 | $21,098 | $95,453-77.9% | $112,040-81.2% | $82,448-74.4% |
| Participation rate | 78.3% | 72.8%+5.6pp | 76.5%+1.8pp | 68.1%+10.3pp |
| Annual return | 16.75% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,276 | $2,318-1.8% | $2,954-22.9% | $2,551-10.8% |
| Participant deferral / active EE | $4,857 | $4,224+15.0% | $5,098-4.7% | $4,139+17.3% |
| Admin fee / account holder | $2,930 | $9,013-67.5% | $12,098-75.8% | $7,234-59.5% |