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 | $15,490 | $89,367-82.7% | $141,191-89.0% | $72,975-78.8% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 36.08% | 111.87%-75.8pp | 71.41%-35.3pp | 81.01%-44.9pp |
| Employer contribution / active EE | $4,140 | $3,115+32.9% | $4,736-12.6% | $2,440+69.7% |
| Participant deferral / active EE | $8,027 | $5,419+48.1% | $6,710+19.6% | $3,608+122.5% |
| Admin fee / account holder | $1,801 | $5,957-69.8% | $10,264-82.4% | $5,124-64.8% |