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 | $15,150 | $183,516-91.7% | $155,534-90.3% | $145,884-89.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 17.13% | 61.43%-44.3pp | 64.92%-47.8pp | 551.85%-534.7pp |
| Employer contribution / active EE | $1,327 | $5,315-75.0% | $4,675-71.6% | $4,662-71.5% |
| Participant deferral / active EE | $3,709 | $6,467-42.7% | $5,630-34.1% | $6,690-44.6% |
| Admin fee / account holder | $2,077 | $19,293-89.2% | $15,900-86.9% | $13,392-84.5% |