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 | $14,444 | $129,737-88.9% | $119,126-87.9% | $154,746-90.7% |
| Participation rate | 77.8% | 78.9%-1.1pp | 75.8%+2.0pp | 80.7%-2.9pp |
| Annual return | 15.22% | 379.08%-363.9pp | 282.11%-266.9pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,685 | $4,375-61.5% | $4,034-58.2% | $4,379-61.5% |
| Participant deferral / active EE | $2,980 | $5,842-49.0% | $5,318-44.0% | $6,730-55.7% |
| Admin fee / account holder | $1,938 | $11,961-83.8% | $10,693-81.9% | $14,365-86.5% |