Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,993 | $94,031-95.8% | $115,768-96.6% | $82,448-95.2% |
| Participation rate | 88.7% | 70.4%+18.3pp | 74.4%+14.3pp | 68.1%+20.6pp |
| Annual return | 38.27% | 20.61%+17.7pp | 100.46%-62.2pp | 41.64%-3.4pp |
| Employer contribution / active EE | $892 | $2,323-61.6% | $2,940-69.7% | $2,551-65.0% |
| Participant deferral / active EE | $2,613 | $3,972-34.2% | $4,917-46.9% | $4,139-36.9% |
| Admin fee / account holder | $594 | $10,249-94.2% | $12,439-95.2% | $7,234-91.8% |