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 | $14,527 | $139,948-89.6% | $121,663-88.1% | $154,746-90.6% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.5%+13.0pp | 80.7%+6.8pp |
| Annual return | 16.69% | 230.52%-213.8pp | 147.54%-130.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,297 | $3,521-63.2% | $3,020-57.1% | $4,379-70.4% |
| Participant deferral / active EE | $1,889 | $5,629-66.4% | $4,887-61.3% | $6,730-71.9% |
| Admin fee / account holder | $1,373 | $17,321-92.1% | $14,289-90.4% | $14,365-90.4% |