Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,707 | $154,228-91.1% | $145,433-90.6% | $137,256-90.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 28.17% | 74.59%-46.4pp | 66.58%-38.4pp | 220.34%-192.2pp |
| Employer contribution / active EE | $991 | $4,804-79.4% | $4,554-78.2% | $4,156-76.1% |
| Participant deferral / active EE | $4,150 | $8,216-49.5% | $7,897-47.5% | $6,407-35.2% |
| Admin fee / account holder | $930 | $14,344-93.5% | $13,129-92.9% | $12,270-92.4% |