Sign up free to preview peer percentile detail
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 | $13,368 | $117,904-88.7% | $102,457-87.0% | $145,978-90.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.36% | 31.80%-15.4pp | 29.41%-13.0pp | 550.52%-534.2pp |
| Employer contribution / active EE | $1,892 | $3,613-47.6% | $3,022-37.4% | $4,662-59.4% |
| Participant deferral / active EE | $3,861 | $5,733-32.7% | $5,054-23.6% | $6,690-42.3% |
| Admin fee / account holder | $427 | $13,329-96.8% | $9,451-95.5% | $13,400-96.8% |