Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,298 | $199,109-84.8% | $173,730-82.6% | $154,746-80.4% |
| Participation rate | 89.5% | 82.8%+6.7pp | 79.6%+9.9pp | 80.7%+8.8pp |
| Annual return | 21.27% | 20.02%+1.2pp | 19.96%+1.3pp | 172.34%-151.1pp |
| Employer contribution / active EE | $3,072 | $5,311-42.2% | $4,577-32.9% | $4,379-29.9% |
| Participant deferral / active EE | $3,072 | $7,113-56.8% | $6,326-51.4% | $6,730-54.4% |
| Admin fee / account holder | $1,316 | $20,916-93.7% | $17,523-92.5% | $14,365-90.8% |