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 | $21,725 | $157,276-86.2% | $141,177-84.6% | $152,885-85.8% |
| Participation rate | 78.6% | 84.8%-6.3pp | 82.5%-3.9pp | 82.5%-3.9pp |
| Annual return | 19.35% | 64.33%-45.0pp | 71.40%-52.1pp | 345.39%-326.0pp |
| Employer contribution / active EE | $1,695 | $5,262-67.8% | $4,736-64.2% | $4,763-64.4% |
| Participant deferral / active EE | $3,437 | $7,110-51.7% | $6,710-48.8% | $5,851-41.3% |
| Admin fee / account holder | $1,360 | $12,123-88.8% | $10,263-86.7% | $11,598-88.3% |