Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,718 | $183,516-92.0% | $155,534-90.5% | $145,884-89.9% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 27.36% | 61.43%-34.1pp | 64.92%-37.6pp | 551.85%-524.5pp |
| Employer contribution / active EE | $1,636 | $5,315-69.2% | $4,675-65.0% | $4,662-64.9% |
| Participant deferral / active EE | $3,186 | $6,467-50.7% | $5,630-43.4% | $6,690-52.4% |
| Admin fee / account holder | $1,413 | $19,293-92.7% | $15,900-91.1% | $13,392-89.4% |