Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,697 | $70,587-70.7% | $124,694-83.4% | $85,851-75.9% |
| Participation rate | 80.0% | 64.4%+15.6pp | 74.6%+5.4pp | 69.3%+10.7pp |
| Annual return | 14.10% | 20688.83%-20674.7pp | 5144.82%-5130.7pp | 318.63%-304.5pp |
| Employer contribution / active EE | $1,946 | $1,913+1.7% | $3,325-41.5% | $2,565-24.1% |
| Participant deferral / active EE | $3,423 | $2,969+15.3% | $4,615-25.8% | $3,952-13.4% |
| Admin fee / account holder | $1,363 | $5,282-74.2% | $7,495-81.8% | $6,261-78.2% |