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 | $28,707 | $94,031-69.5% | $115,768-75.2% | $82,448-65.2% |
| Participation rate | 71.1% | 70.4%+0.7pp | 74.4%-3.3pp | 68.1%+3.0pp |
| Annual return | 51.73% | 20.61%+31.1pp | 100.46%-48.7pp | 41.64%+10.1pp |
| Employer contribution / active EE | $3,105 | $2,323+33.6% | $2,940+5.6% | $2,551+21.7% |
| Participant deferral / active EE | $4,604 | $3,972+15.9% | $4,917-6.4% | $4,139+11.2% |
| Admin fee / account holder | $394 | $10,249-96.2% | $12,439-96.8% | $7,234-94.6% |