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 | $22,008 | $77,472-71.6% | $100,392-78.1% | $80,935-72.8% |
| Participation rate | 96.3% | 76.9%+19.3pp | 81.5%+14.8pp | 67.7%+28.6pp |
| Annual return | 188.08% | 37.26%+150.8pp | 49.45%+138.6pp | 35.66%+152.4pp |
| Employer contribution / active EE | $3,336 | $2,800+19.1% | $3,941-15.4% | $2,757+21.0% |
| Participant deferral / active EE | $9,146 | $6,818+34.2% | $8,090+13.1% | $4,299+112.7% |
| Admin fee / account holder | $703 | $5,885-88.1% | $7,904-91.1% | $6,924-89.8% |