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 | $11,017 | $178,174-93.8% | $156,181-92.9% | $137,256-92.0% |
| Participation rate | 87.0% | 82.0%+4.9pp | 78.8%+8.1pp | 80.0%+7.0pp |
| Annual return | 23.19% | 84.19%-61.0pp | 64.87%-41.7pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,078 | $4,972-78.3% | $4,294-74.9% | $4,156-74.1% |
| Participant deferral / active EE | $2,864 | $6,888-58.4% | $6,132-53.3% | $6,407-55.3% |
| Admin fee / account holder | $895 | $17,404-94.9% | $14,586-93.9% | $12,270-92.7% |