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 | $11,288 | $183,539-93.8% | $155,556-92.7% | $145,897-92.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 17.79% | 61.31%-43.5pp | 64.84%-47.0pp | 552.29%-534.5pp |
| Employer contribution / active EE | $2,368 | $5,315-55.4% | $4,675-49.4% | $4,663-49.2% |
| Participant deferral / active EE | $2,685 | $6,467-58.5% | $5,631-52.3% | $6,689-59.9% |
| Admin fee / account holder | $358 | $19,275-98.1% | $15,885-97.7% | $13,390-97.3% |