Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,057 | $111,535-92.8% | $105,223-92.3% | $137,256-94.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 26.77% | 237.85%-211.1pp | 180.65%-153.9pp | 220.34%-193.6pp |
| Employer contribution / active EE | $2,113 | $3,939-46.4% | $3,689-42.7% | $4,156-49.2% |
| Participant deferral / active EE | $2,334 | $5,500-57.6% | $5,072-54.0% | $6,407-63.6% |
| Admin fee / account holder | $2,316 | $9,721-76.2% | $8,859-73.9% | $12,270-81.1% |