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 | $9,408 | $208,088-95.5% | $186,193-94.9% | $154,746-93.9% |
| Participation rate | 95.5% | 80.0%+15.5pp | 77.1%+18.3pp | 80.7%+14.8pp |
| Annual return | 31.11% | 89.97%-58.9pp | 78.03%-46.9pp | 172.34%-141.2pp |
| Employer contribution / active EE | $2,028 | $4,340-53.3% | $3,918-48.2% | $4,379-53.7% |
| Participant deferral / active EE | $4,100 | $7,078-42.1% | $6,513-37.1% | $6,730-39.1% |
| Admin fee / account holder | $1,547 | $11,698-86.8% | $11,058-86.0% | $14,365-89.2% |