Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,632 | $93,345-92.9% | $119,126-94.4% | $87,485-92.4% |
| Participation rate | 95.3% | 68.7%+26.6pp | 75.8%+19.6pp | 68.9%+26.4pp |
| Annual return | 13.33% | 19.08%-5.8pp | 282.11%-268.8pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,701 | $3,172-46.4% | $4,034-57.8% | $2,596-34.5% |
| Participant deferral / active EE | $1,964 | $4,099-52.1% | $5,318-63.1% | $4,274-54.0% |
| Admin fee / account holder | $1,002 | $8,039-87.5% | $10,693-90.6% | $7,775-87.1% |