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 | $3,788 | $46,534-91.9% | $64,097-94.1% | $75,177-95.0% |
| Participation rate | 94.0% | 65.9%+28.1pp | 72.3%+21.7pp | 67.2%+26.8pp |
| Annual return | 46.91% | 26.07%+20.8pp | 33.75%+13.2pp | 160.75%-113.8pp |
| Employer contribution / active EE | $1,369 | $1,976-30.7% | $2,750-50.2% | $2,671-48.8% |
| Participant deferral / active EE | $1,538 | $2,835-45.7% | $3,881-60.4% | $4,126-62.7% |
| Admin fee / account holder | $376 | $2,957-87.3% | $3,070-87.8% | $5,651-93.3% |