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 | $19,833 | $239,571-91.7% | $183,328-89.2% | $137,256-85.6% |
| Participation rate | 83.3% | 82.4%+0.9pp | 77.3%+6.0pp | 80.0%+3.4pp |
| Annual return | 15.96% | 35.69%-19.7pp | 29.67%-13.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $6,148-100.0% | $5,055-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,231 | $7,995-47.1% | $6,795-37.7% | $6,407-34.0% |
| Admin fee / account holder | $574 | $30,059-98.1% | $21,427-97.3% | $12,270-95.3% |