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 | $9,896 | $111,814-91.1% | $103,374-90.4% | $145,959-93.2% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 33.25% | 24.77%+8.5pp | 24.89%+8.4pp | 561.95%-528.7pp |
| Employer contribution / active EE | $2,658 | $4,214-36.9% | $3,869-31.3% | $4,661-43.0% |
| Participant deferral / active EE | $3,099 | $5,618-44.8% | $5,058-38.7% | $6,689-53.7% |
| Admin fee / account holder | $2,332 | $9,754-76.1% | $8,394-72.2% | $13,398-82.6% |