Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,124 | $88,672-94.2% | $105,223-95.1% | $82,448-93.8% |
| Participation rate | 89.7% | 67.9%+21.7pp | 75.0%+14.6pp | 68.1%+21.6pp |
| Annual return | 20.06% | 30.86%-10.8pp | 180.65%-160.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,444 | $3,048-52.6% | $3,689-60.8% | $2,551-43.4% |
| Participant deferral / active EE | $1,891 | $4,036-53.1% | $5,072-62.7% | $4,139-54.3% |
| Admin fee / account holder | $307 | $7,146-95.7% | $8,859-96.5% | $7,234-95.8% |