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 | $8,163 | $88,672-90.8% | $105,223-92.2% | $82,448-90.1% |
| Participation rate | 80.8% | 67.9%+12.8pp | 75.0%+5.7pp | 68.1%+12.7pp |
| Annual return | 24.74% | 30.86%-6.1pp | 180.65%-155.9pp | 41.64%-16.9pp |
| Employer contribution / active EE | $1,387 | $3,048-54.5% | $3,689-62.4% | $2,551-45.6% |
| Participant deferral / active EE | $2,011 | $4,036-50.2% | $5,072-60.4% | $4,139-51.4% |
| Admin fee / account holder | $542 | $7,146-92.4% | $8,859-93.9% | $7,234-92.5% |