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 | $22,991 | $106,864-78.5% | $147,318-84.4% | $82,637-72.2% |
| Participation rate | 83.9% | 75.5%+8.4pp | 82.1%+1.8pp | 68.1%+15.8pp |
| Annual return | 21.04% | 27.49%-6.5pp | 70.43%-49.4pp | 53.51%-32.5pp |
| Employer contribution / active EE | $2,271 | $3,417-33.5% | $4,593-50.6% | $2,552-11.0% |
| Participant deferral / active EE | $6,362 | $6,496-2.1% | $7,906-19.5% | $4,126+54.2% |
| Admin fee / account holder | $969 | $8,415-88.5% | $13,708-92.9% | $7,339-86.8% |