Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,126 | $162,136-91.3% | $152,301-90.7% | $154,746-90.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 20.60% | 91.02%-70.4pp | 80.50%-59.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,443 | $4,890-70.5% | $4,624-68.8% | $4,379-67.1% |
| Participant deferral / active EE | $4,372 | $8,341-47.6% | $8,004-45.4% | $6,730-35.0% |
| Admin fee / account holder | $368 | $15,759-97.7% | $14,398-97.4% | $14,365-97.4% |