Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,557 | $135,956-91.5% | $123,894-90.7% | $273,972-95.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 8.18% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.3pp |
| Employer contribution / active EE | $2,043 | $5,170-60.5% | $4,617-55.7% | $4,869-58.0% |
| Participant deferral / active EE | $2,964 | $6,343-53.3% | $5,984-50.5% | $5,287-43.9% |
| Admin fee / account holder | $738 | $9,817-92.5% | $8,357-91.2% | $10,133-92.7% |