Sign up free to preview peer percentile detail
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 | $2,682 | $77,814-96.6% | $158,223-98.3% | $86,983-96.9% |
| Participation rate | 85.2% | 68.4%+16.8pp | 79.2%+6.0pp | 69.5%+15.6pp |
| Annual return | 13.41% | 30.54%-17.1pp | 52.09%-38.7pp | 25.83%-12.4pp |
| Employer contribution / active EE | $566 | $2,592-78.2% | $4,109-86.2% | $2,584-78.1% |
| Participant deferral / active EE | $983 | $3,270-69.9% | $5,467-82.0% | $4,194-76.6% |
| Admin fee / account holder | $323 | $5,879-94.5% | $16,047-98.0% | $7,856-95.9% |