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 | $6,277 | $157,296-96.0% | $141,191-95.6% | $152,897-95.9% |
| Participation rate | 70.6% | 84.8%-14.2pp | 82.5%-11.9pp | 82.5%-11.9pp |
| Annual return | 28.86% | 64.34%-35.5pp | 71.41%-42.5pp | 345.43%-316.6pp |
| Employer contribution / active EE | $1,889 | $5,262-64.1% | $4,736-60.1% | $4,764-60.3% |
| Participant deferral / active EE | $2,548 | $7,111-64.2% | $6,710-62.0% | $5,851-56.5% |
| Admin fee / account holder | $999 | $12,125-91.8% | $10,264-90.3% | $11,599-91.4% |