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 | $12,235 | $178,174-93.1% | $156,181-92.2% | $137,256-91.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.46% | 84.19%-63.7pp | 64.87%-44.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,511 | $4,972-69.6% | $4,294-64.8% | $4,156-63.6% |
| Participant deferral / active EE | $3,263 | $6,888-52.6% | $6,132-46.8% | $6,407-49.1% |
| Admin fee / account holder | $386 | $17,404-97.8% | $14,586-97.4% | $12,270-96.9% |