Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,914 | $178,174-92.2% | $156,181-91.1% | $137,256-89.9% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 22.76% | 84.19%-61.4pp | 64.87%-42.1pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,861 | $4,972-62.6% | $4,294-56.7% | $4,156-55.2% |
| Participant deferral / active EE | $3,217 | $6,888-53.3% | $6,132-47.5% | $6,407-49.8% |
| Admin fee / account holder | $578 | $17,404-96.7% | $14,586-96.0% | $12,270-95.3% |