Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,403 | $88,672-84.9% | $105,223-87.3% | $82,448-83.7% |
| Participation rate | 89.9% | 67.9%+22.0pp | 75.0%+14.8pp | 68.1%+21.8pp |
| Annual return | 19.63% | 30.86%-11.2pp | 180.65%-161.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,349 | $3,048-55.7% | $3,689-63.4% | $2,551-47.1% |
| Participant deferral / active EE | $2,604 | $4,036-35.5% | $5,072-48.7% | $4,139-37.1% |
| Admin fee / account holder | $3,313 | $7,146-53.6% | $8,859-62.6% | $7,234-54.2% |