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 | $16,231 | $88,672-81.7% | $105,223-84.6% | $82,448-80.3% |
| Participation rate | 96.9% | 67.9%+29.0pp | 75.0%+21.8pp | 68.1%+28.8pp |
| Annual return | 24.27% | 30.86%-6.6pp | 180.65%-156.4pp | 41.64%-17.4pp |
| Employer contribution / active EE | $2,795 | $3,048-8.3% | $3,689-24.2% | $2,551+9.6% |
| Participant deferral / active EE | $4,631 | $4,036+14.8% | $5,072-8.7% | $4,139+11.9% |
| Admin fee / account holder | $357 | $7,146-95.0% | $8,859-96.0% | $7,234-95.1% |