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 | $12,843 | $162,136-92.1% | $152,301-91.6% | $154,746-91.7% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 21.01% | 91.02%-70.0pp | 80.50%-59.5pp | 172.34%-151.3pp |
| Employer contribution / active EE | $2,735 | $4,890-44.1% | $4,624-40.9% | $4,379-37.5% |
| Participant deferral / active EE | $5,496 | $8,341-34.1% | $8,004-31.3% | $6,730-18.3% |
| Admin fee / account holder | $1,262 | $15,759-92.0% | $14,398-91.2% | $14,365-91.2% |