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 | $21,028 | $223,823-90.6% | $211,142-90.0% | $154,746-86.4% |
| Participation rate | 76.9% | 87.9%-10.9pp | 87.3%-10.4pp | 80.7%-3.8pp |
| Annual return | 22.79% | 50.39%-27.6pp | 46.84%-24.0pp | 172.34%-149.5pp |
| Employer contribution / active EE | $2,320 | $6,787-65.8% | $6,442-64.0% | $4,379-47.0% |
| Participant deferral / active EE | $6,727 | $9,750-31.0% | $9,284-27.5% | $6,7300% |
| Admin fee / account holder | $1,203 | $19,707-93.9% | $19,076-93.7% | $14,365-91.6% |