Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,591 | $89,259-88.1% | $107,187-90.1% | $82,637-87.2% |
| Participation rate | 94.1% | 67.9%+26.2pp | 75.0%+19.1pp | 68.1%+26.1pp |
| Annual return | 45.31% | 21.02%+24.3pp | 204.55%-159.2pp | 53.51%-8.2pp |
| Employer contribution / active EE | $3,957 | $3,080+28.5% | $3,782+4.6% | $2,552+55.0% |
| Participant deferral / active EE | $4,588 | $4,037+13.6% | $5,096-10.0% | $4,126+11.2% |
| Admin fee / account holder | $6,438 | $7,381-12.8% | $9,162-29.7% | $7,339-12.3% |