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 | $7,479 | $112,729-93.4% | $98,716-92.4% | $137,256-94.6% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.3%+3.4pp | 80.0%-7.2pp |
| Annual return | 65.61% | 38.48%+27.1pp | 31.81%+33.8pp | 220.34%-154.7pp |
| Employer contribution / active EE | $1,098 | $2,725-59.7% | $2,279-51.8% | $4,156-73.6% |
| Participant deferral / active EE | $1,677 | $4,640-63.9% | $4,048-58.6% | $6,407-73.8% |
| Admin fee / account holder | $1,233 | $10,129-87.8% | $8,703-85.8% | $12,270-90.0% |