Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,218 | $117,846-91.3% | $102,434-90.0% | $145,884-93.0% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 18.51% | 31.90%-13.4pp | 29.46%-10.9pp | 551.85%-533.3pp |
| Employer contribution / active EE | $1,786 | $3,615-50.6% | $3,023-40.9% | $4,662-61.7% |
| Participant deferral / active EE | $3,996 | $5,733-30.3% | $5,055-21.0% | $6,690-40.3% |
| Admin fee / account holder | $818 | $13,356-93.9% | $9,462-91.4% | $13,392-93.9% |