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 | $13,805 | $176,105-92.2% | $159,474-91.3% | $167,536-91.8% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 19.01% | 331.91%-312.9pp | 263.68%-244.7pp | 478.82%-459.8pp |
| Employer contribution / active EE | $2,639 | $5,299-50.2% | $4,831-45.4% | $4,839-45.5% |
| Participant deferral / active EE | $4,115 | $7,751-46.9% | $7,353-44.0% | $6,342-35.1% |
| Admin fee / account holder | $1,337 | $12,559-89.4% | $10,802-87.6% | $12,315-89.1% |