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 | $3,226 | $55,902-94.2% | $76,030-95.8% | $80,959-96.0% |
| Participation rate | 83.9% | 62.1%+21.8pp | 69.1%+14.8pp | 67.7%+16.2pp |
| Annual return | 22.42% | 20.59%+1.8pp | 361.54%-339.1pp | 35.67%-13.3pp |
| Employer contribution / active EE | $467 | $1,867-75.0% | $2,688-82.6% | $2,757-83.1% |
| Participant deferral / active EE | $1,430 | $3,051-53.1% | $4,257-66.4% | $4,300-66.7% |
| Admin fee / account holder | $578 | $5,239-89.0% | $6,421-91.0% | $6,925-91.7% |