Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,964 | $95,453-69.7% | $112,040-74.1% | $82,448-64.9% |
| Participation rate | 86.5% | 72.8%+13.7pp | 76.5%+10.0pp | 68.1%+18.4pp |
| Annual return | 126.86% | 23.92%+102.9pp | 24.52%+102.3pp | 41.64%+85.2pp |
| Employer contribution / active EE | $2,282 | $2,318-1.5% | $2,954-22.8% | $2,551-10.5% |
| Participant deferral / active EE | $3,888 | $4,224-7.9% | $5,098-23.7% | $4,139-6.1% |
| Admin fee / account holder | $2,739 | $9,013-69.6% | $12,098-77.4% | $7,234-62.1% |