Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,314 | $78,428-85.6% | $95,960-88.2% | $79,852-85.8% |
| Participation rate | 75.3% | 73.5%+1.8pp | 77.1%-1.8pp | 69.6%+5.7pp |
| Annual return | 39.31% | 19.37%+19.9pp | 91.63%-52.3pp | 31.72%+7.6pp |
| Employer contribution / active EE | $1,906 | $1,945-2.0% | $2,541-25.0% | $2,471-22.9% |
| Participant deferral / active EE | $3,273 | $3,440-4.9% | $4,167-21.5% | $3,740-12.5% |
| Admin fee / account holder | $763 | $5,622-86.4% | $6,797-88.8% | $5,306-85.6% |