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 | $8,372 | $166,131-95.0% | $164,975-94.9% | $145,877-94.3% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 17.22% | 100.37%-83.2pp | 70.12%-52.9pp | 551.28%-534.1pp |
| Employer contribution / active EE | $2,546 | $5,276-51.7% | $4,343-41.4% | $4,663-45.4% |
| Participant deferral / active EE | $3,961 | $6,962-43.1% | $6,033-34.3% | $6,691-40.8% |
| Admin fee / account holder | $1,705 | $16,648-89.8% | $12,688-86.6% | $13,402-87.3% |