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 | $18,318 | $88,672-79.3% | $105,223-82.6% | $82,448-77.8% |
| Participation rate | 82.9% | 67.9%+14.9pp | 75.0%+7.8pp | 68.1%+14.8pp |
| Annual return | 23.31% | 30.86%-7.5pp | 180.65%-157.3pp | 41.64%-18.3pp |
| Employer contribution / active EE | $3,461 | $3,048+13.6% | $3,689-6.2% | $2,551+35.7% |
| Participant deferral / active EE | $4,794 | $4,036+18.8% | $5,072-5.5% | $4,139+15.8% |
| Admin fee / account holder | $2,605 | $7,146-63.5% | $8,859-70.6% | $7,234-64.0% |