Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $22,567 | $198,457-88.6% | $170,435-86.8% | $147,586-84.7% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 23.08% | 257.30%-234.2pp | 205.94%-182.9pp | 578.59%-555.5pp |
| Employer contribution / active EE | $1,553 | $6,183-74.9% | $5,432-71.4% | $4,876-68.2% |
| Participant deferral / active EE | $5,731 | $5,629+1.8% | $4,939+16.0% | $5,439+5.4% |
| Admin fee / account holder | $423 | $16,852-97.5% | $13,881-97.0% | $10,886-96.1% |