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 | $12,711 | $94,031-86.5% | $115,768-89.0% | $82,448-84.6% |
| Participation rate | 84.6% | 70.4%+14.2pp | 74.4%+10.2pp | 68.1%+16.5pp |
| Annual return | 25.93% | 20.61%+5.3pp | 100.46%-74.5pp | 41.64%-15.7pp |
| Employer contribution / active EE | $2,361 | $2,323+1.6% | $2,940-19.7% | $2,551-7.5% |
| Participant deferral / active EE | $4,245 | $3,972+6.9% | $4,917-13.7% | $4,139+2.5% |
| Admin fee / account holder | $1,489 | $10,249-85.5% | $12,439-88.0% | $7,234-79.4% |