Sign up free to preview peer percentile detail
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 | $7,032 | $81,276-91.3% | $155,574-95.5% | $80,925-91.3% |
| Participation rate | 79.3% | 66.2%+13.1pp | 78.2%+1.1pp | 67.7%+11.7pp |
| Annual return | 13.84% | 33.36%-19.5pp | 64.87%-51.0pp | 35.65%-21.8pp |
| Employer contribution / active EE | $2,438 | $3,103-21.4% | $4,676-47.9% | $2,756-11.6% |
| Participant deferral / active EE | $3,133 | $3,453-9.3% | $5,629-44.3% | $4,299-27.1% |
| Admin fee / account holder | $332 | $7,993-95.8% | $15,914-97.9% | $6,940-95.2% |