Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,833 | $152,619-85.0% | $125,195-81.8% | $152,909-85.1% |
| Participation rate | 72.2% | 83.3%-11.1pp | 79.8%-7.6pp | 82.5%-10.2pp |
| Annual return | 23.97% | 54.85%-30.9pp | 43.79%-19.8pp | 345.46%-321.5pp |
| Employer contribution / active EE | $2,496 | $4,947-49.6% | $3,866-35.4% | $4,764-47.6% |
| Participant deferral / active EE | $3,448 | $5,869-41.2% | $4,937-30.2% | $5,851-41.1% |
| Admin fee / account holder | $832 | $13,437-93.8% | $9,704-91.4% | $11,601-92.8% |