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 | $7,331 | $156,398-95.3% | $147,318-95.0% | $138,895-94.7% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 23.70% | 78.75%-55.0pp | 70.43%-46.7pp | 145.39%-121.7pp |
| Employer contribution / active EE | $4,078 | $4,853-16.0% | $4,593-11.2% | $4,194-2.8% |
| Participant deferral / active EE | $4,315 | $8,237-47.6% | $7,906-45.4% | $6,396-32.5% |
| Admin fee / account holder | $785 | $14,976-94.8% | $13,708-94.3% | $12,562-93.8% |