Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,738 | $98,760-81.0% | $149,715-87.5% | $79,858-76.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 19.67% | 27.43%-7.8pp | 276.66%-257.0pp | 31.72%-12.0pp |
| Employer contribution / active EE | $1,921 | $3,217-40.3% | $4,645-58.6% | $2,471-22.3% |
| Participant deferral / active EE | $3,000 | $5,681-47.2% | $6,842-56.2% | $3,740-19.8% |
| Admin fee / account holder | $1,633 | $6,053-73.0% | $9,310-82.5% | $5,306-69.2% |