Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,127 | $162,821-91.3% | $133,978-89.5% | $158,982-91.1% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 29.18% | 41.95%-12.8pp | 45.10%-15.9pp | 302.99%-273.8pp |
| Employer contribution / active EE | $1,535 | $4,976-69.2% | $3,919-60.8% | $4,763-67.8% |
| Participant deferral / active EE | $4,687 | $5,910-20.7% | $5,047-7.1% | $5,983-21.7% |
| Admin fee / account holder | $1,025 | $11,742-91.3% | $8,930-88.5% | $11,252-90.9% |