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 | $17,717 | $97,550-81.8% | $120,344-85.3% | $87,485-79.7% |
| Participation rate | 81.3% | 72.8%+8.4pp | 76.7%+4.5pp | 68.9%+12.3pp |
| Annual return | 73.15% | 18.41%+54.7pp | 20.30%+52.8pp | 26.06%+47.1pp |
| Employer contribution / active EE | $1,597 | $2,291-30.3% | $3,020-47.1% | $2,596-38.5% |
| Participant deferral / active EE | $2,842 | $4,230-32.8% | $5,135-44.6% | $4,274-33.5% |
| Admin fee / account holder | $2,962 | $9,543-69.0% | $12,742-76.8% | $7,775-61.9% |