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 | $4,633 | $75,541-93.9% | $152,093-97.0% | $82,637-94.4% |
| Participation rate | 91.2% | 66.5%+24.7pp | 77.8%+13.5pp | 68.1%+23.2pp |
| Annual return | 21.18% | 32.56%-11.4pp | 66.36%-45.2pp | 53.51%-32.3pp |
| Employer contribution / active EE | $1,247 | $2,622-52.5% | $4,175-70.1% | $2,552-51.1% |
| Participant deferral / active EE | $2,013 | $3,206-37.2% | $5,451-63.1% | $4,126-51.2% |
| Admin fee / account holder | $1,594 | $6,405-75.1% | $14,497-89.0% | $7,339-78.3% |