Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,942 | $54,757-89.1% | $90,304-93.4% | $72,975-91.9% |
| Participation rate | 98.4% | 65.2%+33.3pp | 73.3%+25.1pp | 69.5%+28.9pp |
| Annual return | 77.94% | 30.63%+47.3pp | 78.13%-0.2pp | 81.01%-3.1pp |
| Employer contribution / active EE | $754 | $2,093-64.0% | $2,855-73.6% | $2,440-69.1% |
| Participant deferral / active EE | $3,080 | $2,887+6.7% | $3,885-20.7% | $3,608-14.6% |
| Admin fee / account holder | $1,109 | $3,973-72.1% | $5,354-79.3% | $5,124-78.4% |