Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,767 | $72,486-72.7% | $87,103-77.3% | $72,976-72.9% |
| Participation rate | 88.2% | 72.8%+15.4pp | 76.9%+11.4pp | 69.5%+18.7pp |
| Annual return | 47.66% | 24.46%+23.2pp | 28.19%+19.5pp | 81.02%-33.4pp |
| Employer contribution / active EE | $2,978 | $1,894+57.3% | $2,521+18.1% | $2,440+22.1% |
| Participant deferral / active EE | $6,410 | $3,270+96.1% | $4,049+58.3% | $3,608+77.7% |
| Admin fee / account holder | $601 | $5,055-88.1% | $7,491-92.0% | $5,124-88.3% |