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 | $7,704 | $202,440-96.2% | $169,390-95.5% | $139,466-94.5% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.2%+2.8pp | 80.3%-0.3pp |
| Annual return | 29.15% | 532.36%-503.2pp | 406.07%-376.9pp | 373.66%-344.5pp |
| Employer contribution / active EE | $774 | $4,693-83.5% | $4,013-80.7% | $4,754-83.7% |
| Participant deferral / active EE | $2,836 | $6,940-59.1% | $6,222-54.4% | $6,712-57.7% |
| Admin fee / account holder | $449 | $10,722-95.8% | $9,015-95.0% | $11,409-96.1% |