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 | $12,973 | $106,524-87.8% | $152,301-91.5% | $87,485-85.2% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.4%+14.0pp | 68.9%+27.5pp |
| Annual return | 58.27% | 26.89%+31.4pp | 80.50%-22.2pp | 26.06%+32.2pp |
| Employer contribution / active EE | $2,558 | $3,371-24.1% | $4,624-44.7% | $2,596-1.5% |
| Participant deferral / active EE | $3,786 | $6,525-42.0% | $8,004-52.7% | $4,274-11.4% |
| Admin fee / account holder | $938 | $8,287-88.7% | $14,398-93.5% | $7,775-87.9% |