Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,538 | $185,905-87.3% | $170,057-86.2% | $139,487-83.1% |
| Participation rate | 73.7% | 87.8%-14.1pp | 87.0%-13.3pp | 80.3%-6.7pp |
| Annual return | 20.98% | 60.56%-39.6pp | 53.42%-32.4pp | 373.84%-352.9pp |
| Employer contribution / active EE | $1,885 | $7,597-75.2% | $6,790-72.2% | $4,755-60.4% |
| Participant deferral / active EE | $4,122 | $11,627-64.5% | $10,411-60.4% | $6,713-38.6% |
| Admin fee / account holder | $1,212 | $15,397-92.1% | $12,826-90.5% | $11,407-89.4% |