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 | $21,177 | $228,352-90.7% | $185,827-88.6% | $158,950-86.7% |
| Participation rate | 78.6% | 82.3%-3.7pp | 78.0%+0.5pp | 82.0%-3.4pp |
| Annual return | 17.89% | 40.81%-22.9pp | 35.96%-18.1pp | 302.91%-285.0pp |
| Employer contribution / active EE | $2,147 | $4,967-56.8% | $4,087-47.5% | $4,762-54.9% |
| Participant deferral / active EE | $3,704 | $6,416-42.3% | $5,633-34.2% | $5,983-38.1% |
| Admin fee / account holder | $2,602 | $11,867-78.1% | $9,502-72.6% | $11,248-76.9% |