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 | $14,472 | $162,785-91.1% | $133,959-89.2% | $158,950-90.9% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 19.49% | 41.94%-22.4pp | 45.09%-25.6pp | 302.91%-283.4pp |
| Employer contribution / active EE | $2,918 | $4,975-41.4% | $3,919-25.5% | $4,762-38.7% |
| Participant deferral / active EE | $5,089 | $5,910-13.9% | $5,047+0.8% | $5,983-14.9% |
| Admin fee / account holder | $946 | $11,738-91.9% | $8,928-89.4% | $11,248-91.6% |