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 | $4,895 | $75,541-93.5% | $152,093-96.8% | $82,637-94.1% |
| Participation rate | 82.3% | 66.5%+15.8pp | 77.8%+4.5pp | 68.1%+14.2pp |
| Annual return | 40.37% | 32.56%+7.8pp | 66.36%-26.0pp | 53.51%-13.1pp |
| Employer contribution / active EE | $652 | $2,622-75.1% | $4,175-84.4% | $2,552-74.4% |
| Participant deferral / active EE | $1,760 | $3,206-45.1% | $5,451-67.7% | $4,126-57.3% |
| Admin fee / account holder | $689 | $6,405-89.2% | $14,497-95.2% | $7,339-90.6% |