Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,567 | $88,672-89.2% | $105,223-90.9% | $82,448-88.4% |
| Participation rate | 87.1% | 67.9%+19.2pp | 75.0%+12.1pp | 68.1%+19.0pp |
| Annual return | 19.82% | 30.86%-11.0pp | 180.65%-160.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,223 | $3,048-59.9% | $3,689-66.9% | $2,551-52.1% |
| Participant deferral / active EE | $2,477 | $4,036-38.6% | $5,072-51.2% | $4,139-40.1% |
| Admin fee / account holder | $715 | $7,146-90.0% | $8,859-91.9% | $7,234-90.1% |