Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,026 | $88,672-94.3% | $105,223-95.2% | $82,448-93.9% |
| Participation rate | 92.7% | 67.9%+24.8pp | 75.0%+17.6pp | 68.1%+24.6pp |
| Annual return | 17.12% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,729 | $3,048-43.3% | $3,689-53.1% | $2,551-32.2% |
| Participant deferral / active EE | $2,061 | $4,036-48.9% | $5,072-59.4% | $4,139-50.2% |
| Admin fee / account holder | $1,367 | $7,146-80.9% | $8,859-84.6% | $7,234-81.1% |