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 | $6,244 | $78,690-92.1% | $161,489-96.1% | $87,485-92.9% |
| Participation rate | 90.5% | 67.5%+23.1pp | 78.7%+11.8pp | 68.9%+21.6pp |
| Annual return | 31.96% | 32.74%-0.8pp | 89.72%-57.8pp | 26.06%+5.9pp |
| Employer contribution / active EE | $1,258 | $2,588-51.4% | $4,268-70.5% | $2,596-51.6% |
| Participant deferral / active EE | $2,761 | $3,311-16.6% | $5,630-51.0% | $4,274-35.4% |
| Admin fee / account holder | $485 | $6,724-92.8% | $16,006-97.0% | $7,775-93.8% |