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 | $16,612 | $88,672-81.3% | $105,223-84.2% | $82,448-79.9% |
| Participation rate | 86.7% | 67.9%+18.7pp | 75.0%+11.6pp | 68.1%+18.6pp |
| Annual return | 23.79% | 30.86%-7.1pp | 180.65%-156.9pp | 41.64%-17.9pp |
| Employer contribution / active EE | $1,329 | $3,048-56.4% | $3,689-64.0% | $2,551-47.9% |
| Participant deferral / active EE | $5,199 | $4,036+28.8% | $5,072+2.5% | $4,139+25.6% |
| Admin fee / account holder | $1,749 | $7,146-75.5% | $8,859-80.3% | $7,234-75.8% |