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 | $20,520 | $102,422-80.0% | $147,117-86.1% | $80,959-74.7% |
| Participation rate | 93.8% | 75.9%+17.9pp | 82.2%+11.6pp | 67.7%+26.1pp |
| Annual return | 19.64% | 135.16%-115.5pp | 420.54%-400.9pp | 35.67%-16.0pp |
| Employer contribution / active EE | $3,768 | $3,717+1.4% | $4,932-23.6% | $2,757+36.7% |
| Participant deferral / active EE | $5,533 | $6,652-16.8% | $8,065-31.4% | $4,300+28.7% |
| Admin fee / account holder | $1,028 | $7,953-87.1% | $12,993-92.1% | $6,925-85.2% |