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 | $12,862 | $156,398-91.8% | $147,318-91.3% | $138,895-90.7% |
| Participation rate | 95.2% | 83.8%+11.5pp | 82.1%+13.2pp | 79.9%+15.3pp |
| Annual return | 20.43% | 78.75%-58.3pp | 70.43%-50.0pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,970 | $4,853-59.4% | $4,593-57.1% | $4,194-53.0% |
| Participant deferral / active EE | $3,219 | $8,237-60.9% | $7,906-59.3% | $6,396-49.7% |
| Admin fee / account holder | $878 | $14,976-94.1% | $13,708-93.6% | $12,562-93.0% |