Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,354 | $98,776-79.4% | $149,745-86.4% | $79,856-74.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 21.60% | 27.38%-5.8pp | 276.72%-255.1pp | 31.71%-10.1pp |
| Employer contribution / active EE | $2,903 | $3,217-9.8% | $4,646-37.5% | $2,471+17.5% |
| Participant deferral / active EE | $6,568 | $5,681+15.6% | $6,843-4.0% | $3,741+75.6% |
| Admin fee / account holder | $6,421 | $6,053+6.1% | $9,312-31.0% | $5,306+21.0% |