Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,037 | $73,787-86.4% | $98,716-89.8% | $82,448-87.8% |
| Participation rate | 93.3% | 61.4%+31.9pp | 69.3%+24.0pp | 68.1%+25.3pp |
| Annual return | 19.09% | 18.57%+0.5pp | 31.81%-12.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,015 | $1,511+33.3% | $2,279-11.6% | $2,551-21.0% |
| Participant deferral / active EE | $1,282 | $3,081-58.4% | $4,048-68.3% | $4,139-69.0% |
| Admin fee / account holder | $1,226 | $6,500-81.1% | $8,703-85.9% | $7,234-83.1% |