Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,680 | $209,425-91.6% | $178,499-90.1% | $158,966-88.9% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 28.96% | 188.80%-159.8pp | 151.10%-122.1pp | 302.95%-274.0pp |
| Employer contribution / active EE | $1,849 | $5,707-67.6% | $5,011-63.1% | $4,762-61.2% |
| Participant deferral / active EE | $4,879 | $5,955-18.1% | $5,202-6.2% | $5,983-18.5% |
| Admin fee / account holder | $2,503 | $17,078-85.3% | $13,986-82.1% | $11,250-77.8% |