Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,633 | $117,829-85.9% | $102,423-83.8% | $145,877-88.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 14.67% | 31.83%-17.2pp | 29.42%-14.8pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,743 | $3,615-51.8% | $3,023-42.3% | $4,663-62.6% |
| Participant deferral / active EE | $1,889 | $5,732-67.0% | $5,054-62.6% | $6,691-71.8% |
| Admin fee / account holder | $354 | $13,335-97.3% | $9,455-96.3% | $13,402-97.4% |