Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,471 | $87,132-89.1% | $105,624-91.0% | $80,959-88.3% |
| Participation rate | 92.3% | 70.4%+21.9pp | 75.3%+17.0pp | 67.7%+24.6pp |
| Annual return | 19.37% | 17.03%+2.3pp | 116.20%-96.8pp | 35.67%-16.3pp |
| Employer contribution / active EE | $3,933 | $2,397+64.1% | $3,168+24.1% | $2,757+42.6% |
| Participant deferral / active EE | $4,491 | $3,985+12.7% | $5,013-10.4% | $4,300+4.4% |
| Admin fee / account holder | $3,281 | $8,449-61.2% | $10,961-70.1% | $6,925-52.6% |