Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,582 | $148,623-94.2% | $135,974-93.7% | $139,466-93.8% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 23.91% | 79.30%-55.4pp | 68.30%-44.4pp | 373.66%-349.8pp |
| Employer contribution / active EE | $2,524 | $5,246-51.9% | $4,859-48.1% | $4,754-46.9% |
| Participant deferral / active EE | $3,323 | $8,103-59.0% | $7,760-57.2% | $6,712-50.5% |
| Admin fee / account holder | $462 | $12,406-96.3% | $10,767-95.7% | $11,409-95.9% |