Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,248 | $93,345-84.7% | $119,126-88.0% | $87,485-83.7% |
| Participation rate | 96.8% | 68.7%+28.0pp | 75.8%+21.0pp | 68.9%+27.8pp |
| Annual return | 15.40% | 19.08%-3.7pp | 282.11%-266.7pp | 26.06%-10.7pp |
| Employer contribution / active EE | $2,191 | $3,172-30.9% | $4,034-45.7% | $2,596-15.6% |
| Participant deferral / active EE | $4,630 | $4,099+13.0% | $5,318-12.9% | $4,274+8.4% |
| Admin fee / account holder | $6,036 | $8,039-24.9% | $10,693-43.6% | $7,775-22.4% |