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 | $17,619 | $88,672-80.1% | $105,223-83.3% | $82,448-78.6% |
| Participation rate | 78.4% | 67.9%+10.5pp | 75.0%+3.3pp | 68.1%+10.3pp |
| Annual return | 22.02% | 30.86%-8.8pp | 180.65%-158.6pp | 41.64%-19.6pp |
| Employer contribution / active EE | $1,780 | $3,048-41.6% | $3,689-51.7% | $2,551-30.2% |
| Participant deferral / active EE | $2,598 | $4,036-35.6% | $5,072-48.8% | $4,139-37.2% |
| Admin fee / account holder | $1,785 | $7,146-75.0% | $8,859-79.8% | $7,234-75.3% |