Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,069 | $196,972-83.7% | $182,262-82.4% | $198,609-83.9% |
| Participation rate | 94.7% | 85.7%+9.0pp | 84.2%+10.5pp | 82.4%+12.4pp |
| Annual return | 19.56% | 158.27%-138.7pp | 140.60%-121.0pp | 202.70%-183.1pp |
| Employer contribution / active EE | $3,083 | $5,364-42.5% | $5,046-38.9% | $5,055-39.0% |
| Participant deferral / active EE | $8,879 | $8,643+2.7% | $8,276+7.3% | $6,977+27.3% |
| Admin fee / account holder | $1,278 | $18,429-93.1% | $16,712-92.4% | $19,030-93.3% |