Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,433 | $217,432-87.4% | $185,849-85.2% | $167,536-83.6% |
| Participation rate | 70.0% | 86.1%-16.1pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 17.14% | 148.42%-131.3pp | 122.10%-105.0pp | 478.82%-461.7pp |
| Employer contribution / active EE | $2,555 | $5,875-56.5% | $5,169-50.6% | $4,839-47.2% |
| Participant deferral / active EE | $8,149 | $6,357+28.2% | $5,569+46.3% | $6,342+28.5% |
| Admin fee / account holder | $486 | $19,818-97.5% | $16,244-97.0% | $12,315-96.1% |