Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,756 | $115,225-91.5% | $100,712-90.3% | $138,895-93.0% |
| Participation rate | 91.7% | 74.3%+17.3pp | 69.3%+22.4pp | 79.9%+11.7pp |
| Annual return | 17.02% | 40.35%-23.3pp | 33.27%-16.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,901 | $2,771-31.4% | $2,313-17.8% | $4,194-54.7% |
| Participant deferral / active EE | $2,762 | $4,699-41.2% | $4,085-32.4% | $6,396-56.8% |
| Admin fee / account holder | $655 | $10,844-94.0% | $9,256-92.9% | $12,562-94.8% |