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 | $132,634-89.0% | $115,768-87.5% | $137,256-89.4% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.4%+13.1pp | 80.0%+7.5pp |
| Annual return | 16.69% | 160.70%-144.0pp | 100.46%-83.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,297 | $3,360-61.4% | $2,940-55.9% | $4,156-68.8% |
| Participant deferral / active EE | $1,889 | $5,619-66.4% | $4,917-61.6% | $6,407-70.5% |
| Admin fee / account holder | $1,373 | $15,028-90.9% | $12,439-89.0% | $12,270-88.8% |