Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $10,063 | $228,352-95.6% | $185,835-94.6% | $158,966-93.7% |
| Participation rate | 78.9% | 82.3%-3.4pp | 78.0%+0.9pp | 82.0%-3.0pp |
| Annual return | 24.25% | 40.81%-16.6pp | 35.96%-11.7pp | 302.95%-278.7pp |
| Employer contribution / active EE | $1,495 | $4,967-69.9% | $4,087-63.4% | $4,762-68.6% |
| Participant deferral / active EE | $1,797 | $6,416-72.0% | $5,633-68.1% | $5,983-70.0% |
| Admin fee / account holder | $2,165 | $11,867-81.8% | $9,502-77.2% | $11,250-80.8% |