Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,309 | $88,672-81.6% | $105,223-84.5% | $82,448-80.2% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 12.86% | 30.86%-18.0pp | 180.65%-167.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,078 | $3,048-31.8% | $3,689-43.7% | $2,551-18.6% |
| Participant deferral / active EE | $1,727 | $4,036-57.2% | $5,072-65.9% | $4,139-58.3% |
| Admin fee / account holder | $605 | $7,146-91.5% | $8,859-93.2% | $7,234-91.6% |