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 | $17,155 | $88,672-80.7% | $105,223-83.7% | $82,448-79.2% |
| Participation rate | 89.2% | 67.9%+21.3pp | 75.0%+14.2pp | 68.1%+21.2pp |
| Annual return | 18.17% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,876 | $3,048-38.5% | $3,689-49.1% | $2,551-26.5% |
| Participant deferral / active EE | $2,422 | $4,036-40.0% | $5,072-52.3% | $4,139-41.5% |
| Admin fee / account holder | $1,788 | $7,146-75.0% | $8,859-79.8% | $7,234-75.3% |