Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $28,272 | $105,284-73.1% | $150,734-81.2% | $94,015-69.9% |
| Participation rate | 94.7% | 71.7%+23.0pp | 78.4%+16.3pp | 70.8%+23.9pp |
| Annual return | 14.65% | 15.67%-1.0pp | 600.81%-586.2pp | 17.84%-3.2pp |
| Employer contribution / active EE | $1,871 | $3,599-48.0% | $4,918-62.0% | $2,790-32.9% |
| Participant deferral / active EE | $2,202 | $4,274-48.5% | $5,610-60.7% | $4,249-48.2% |
| Admin fee / account holder | $1,062 | $9,839-89.2% | $14,905-92.9% | $8,951-88.1% |