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 | $12,552 | $156,398-92.0% | $147,318-91.5% | $138,895-91.0% |
| Participation rate | 93.3% | 83.8%+9.6pp | 82.1%+11.3pp | 79.9%+13.4pp |
| Annual return | 25.61% | 78.75%-53.1pp | 70.43%-44.8pp | 145.39%-119.8pp |
| Employer contribution / active EE | $1,357 | $4,853-72.0% | $4,593-70.5% | $4,194-67.6% |
| Participant deferral / active EE | $2,987 | $8,237-63.7% | $7,906-62.2% | $6,396-53.3% |
| Admin fee / account holder | $2,083 | $14,976-86.1% | $13,708-84.8% | $12,562-83.4% |