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 | $13,787 | $92,219-85.0% | $76,767-82.0% | $135,380-89.8% |
| Participation rate | 78.9% | 79.8%-0.8pp | 77.0%+2.0pp | 82.6%-3.7pp |
| Annual return | 11.25% | 5.46%+5.8pp | 2.43%+8.8pp | 519.81%-508.6pp |
| Employer contribution / active EE | $2,033 | $3,216-36.8% | $2,485-18.2% | $4,779-57.5% |
| Participant deferral / active EE | $4,921 | $4,508+9.2% | $3,852+27.8% | $5,609-12.3% |
| Admin fee / account holder | $372 | $10,749-96.5% | $6,675-94.4% | $10,828-96.6% |