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 | $8,166 | $114,119-92.8% | $107,187-92.4% | $138,895-94.1% |
| Participation rate | 93.3% | 78.1%+15.3pp | 75.0%+18.3pp | 79.9%+13.4pp |
| Annual return | 21.78% | 273.21%-251.4pp | 204.55%-182.8pp | 145.39%-123.6pp |
| Employer contribution / active EE | $1,735 | $4,059-57.3% | $3,782-54.1% | $4,194-58.6% |
| Participant deferral / active EE | $2,041 | $5,538-63.2% | $5,096-60.0% | $6,396-68.1% |
| Admin fee / account holder | $1,110 | $10,024-88.9% | $9,162-87.9% | $12,562-91.2% |