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 | $14,078 | $183,592-92.3% | $155,574-91.0% | $145,877-90.3% |
| Participation rate | 82.6% | 82.7%-0.1pp | 78.2%+4.4pp | 80.3%+2.3pp |
| Annual return | 89.24% | 61.37%+27.9pp | 64.87%+24.4pp | 551.28%-462.0pp |
| Employer contribution / active EE | $2,199 | $5,317-58.6% | $4,676-53.0% | $4,663-52.9% |
| Participant deferral / active EE | $4,095 | $6,466-36.7% | $5,629-27.3% | $6,691-38.8% |
| Admin fee / account holder | $900 | $19,316-95.3% | $15,914-94.3% | $13,402-93.3% |