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 | $17,601 | $89,259-80.3% | $107,187-83.6% | $82,637-78.7% |
| Participation rate | 84.0% | 67.9%+16.1pp | 75.0%+9.0pp | 68.1%+15.9pp |
| Annual return | 21.81% | 21.02%+0.8pp | 204.55%-182.7pp | 53.51%-31.7pp |
| Employer contribution / active EE | $1,541 | $3,080-50.0% | $3,782-59.3% | $2,552-39.6% |
| Participant deferral / active EE | $4,987 | $4,037+23.5% | $5,096-2.1% | $4,126+20.9% |
| Admin fee / account holder | $839 | $7,381-88.6% | $9,162-90.8% | $7,339-88.6% |