Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,768 | $89,367-75.6% | $141,191-84.6% | $72,975-70.2% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 22.82% | 111.87%-89.0pp | 71.41%-48.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,445 | $3,115-53.6% | $4,736-69.5% | $2,440-40.8% |
| Participant deferral / active EE | $4,320 | $5,419-20.3% | $6,710-35.6% | $3,608+19.8% |
| Admin fee / account holder | $3,068 | $5,957-48.5% | $10,264-70.1% | $5,124-40.1% |