Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,506 | $227,566-94.9% | $189,558-93.9% | $167,518-93.1% |
| Participation rate | 81.8% | 82.5%-0.7pp | 78.5%+3.4pp | 82.1%-0.3pp |
| Annual return | 28.42% | 78.43%-50.0pp | 64.19%-35.8pp | 478.71%-450.3pp |
| Employer contribution / active EE | $1,756 | $5,316-67.0% | $4,412-60.2% | $4,838-63.7% |
| Participant deferral / active EE | $4,638 | $7,002-33.8% | $6,174-24.9% | $6,342-26.9% |
| Admin fee / account holder | $398 | $11,881-96.7% | $9,809-95.9% | $12,312-96.8% |