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 | $9,639 | $183,539-94.7% | $155,556-93.8% | $145,897-93.4% |
| Participation rate | 95.8% | 82.7%+13.1pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 18.78% | 61.31%-42.5pp | 64.84%-46.1pp | 552.29%-533.5pp |
| Employer contribution / active EE | $1,536 | $5,315-71.1% | $4,675-67.2% | $4,663-67.1% |
| Participant deferral / active EE | $1,896 | $6,467-70.7% | $5,631-66.3% | $6,689-71.7% |
| Admin fee / account holder | $859 | $19,275-95.5% | $15,885-94.6% | $13,390-93.6% |