Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,132 | $165,381-92.1% | $149,730-91.2% | $158,966-91.7% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 22.96% | 348.29%-325.3pp | 276.70%-253.7pp | 302.95%-280.0pp |
| Employer contribution / active EE | $1,391 | $5,104-72.7% | $4,645-70.1% | $4,762-70.8% |
| Participant deferral / active EE | $3,152 | $7,182-56.1% | $6,843-53.9% | $5,983-47.3% |
| Admin fee / account holder | $1,957 | $10,809-81.9% | $9,310-79.0% | $11,250-82.6% |