Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,183 | $162,136-93.1% | $152,301-92.7% | $154,746-92.8% |
| Participation rate | 73.3% | 84.1%-10.8pp | 82.4%-9.1pp | 80.7%-7.4pp |
| Annual return | 23.49% | 91.02%-67.5pp | 80.50%-57.0pp | 172.34%-148.9pp |
| Employer contribution / active EE | $3,254 | $4,890-33.5% | $4,624-29.6% | $4,379-25.7% |
| Participant deferral / active EE | $3,070 | $8,341-63.2% | $8,004-61.6% | $6,730-54.4% |
| Admin fee / account holder | $312 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |