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 | $23,132 | $86,288-73.2% | $111,306-79.2% | $85,851-73.1% |
| Participation rate | 85.4% | 73.3%+12.0pp | 77.3%+8.0pp | 69.3%+16.0pp |
| Annual return | 12.80% | 19.99%-7.2pp | 54.67%-41.9pp | 318.63%-305.8pp |
| Employer contribution / active EE | $2,939 | $2,044+43.8% | $2,732+7.6% | $2,565+14.6% |
| Participant deferral / active EE | $4,704 | $3,641+29.2% | $4,488+4.8% | $3,952+19.0% |
| Admin fee / account holder | $2,165 | $8,189-73.6% | $7,966-72.8% | $6,261-65.4% |