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 | $12,847 | $117,895-89.1% | $102,460-87.5% | $145,897-91.2% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 16.98% | 31.92%-14.9pp | 29.47%-12.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $1,218 | $3,619-66.4% | $3,025-59.7% | $4,663-73.9% |
| Participant deferral / active EE | $5,044 | $5,736-12.1% | $5,056-0.2% | $6,689-24.6% |
| Admin fee / account holder | $1,135 | $13,353-91.5% | $9,460-88.0% | $13,390-91.5% |