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 | $89,259-89.3% | $107,187-91.1% | $82,637-88.4% |
| Participation rate | 87.1% | 67.9%+19.2pp | 75.0%+12.1pp | 68.1%+19.0pp |
| Annual return | 19.82% | 21.02%-1.2pp | 204.55%-184.7pp | 53.51%-33.7pp |
| Employer contribution / active EE | $1,223 | $3,080-60.3% | $3,782-67.7% | $2,552-52.1% |
| Participant deferral / active EE | $2,477 | $4,037-38.6% | $5,096-51.4% | $4,126-40.0% |
| Admin fee / account holder | $715 | $7,381-90.3% | $9,162-92.2% | $7,339-90.3% |