Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $4,771 | $51,638-90.8% | $129,406-96.3% | $80,959-94.1% |
| Participation rate | 86.4% | 56.9%+29.4pp | 69.6%+16.7pp | 67.7%+18.7pp |
| Annual return | 27.04% | 20.78%+6.3pp | 9468.18%-9441.1pp | 35.67%-8.6pp |
| Employer contribution / active EE | $814 | $1,584-48.6% | $4,155-80.4% | $2,757-70.5% |
| Participant deferral / active EE | $1,169 | $2,670-56.2% | $4,167-71.9% | $4,300-72.8% |
| Admin fee / account holder | $1,007 | $4,313-76.6% | $7,689-86.9% | $6,925-85.5% |