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 | $5,627 | $211,288-97.3% | $178,540-96.8% | $145,884-96.1% |
| Participation rate | 90.9% | 80.8%+10.1pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 19.00% | 30.27%-11.3pp | 27.15%-8.2pp | 551.85%-532.9pp |
| Employer contribution / active EE | $1,168 | $4,574-74.5% | $3,953-70.5% | $4,662-75.0% |
| Participant deferral / active EE | $1,313 | $6,967-81.2% | $6,281-79.1% | $6,690-80.4% |
| Admin fee / account holder | $442 | $12,105-96.3% | $10,424-95.8% | $13,392-96.7% |