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 | $12,183 | $86,949-86.0% | $102,460-88.1% | $80,959-85.0% |
| Participation rate | 78.8% | 72.4%+6.4pp | 76.5%+2.3pp | 67.7%+11.2pp |
| Annual return | 51.72% | 18.89%+32.8pp | 29.47%+22.2pp | 35.67%+16.1pp |
| Employer contribution / active EE | $1,643 | $2,370-30.7% | $3,025-45.7% | $2,757-40.4% |
| Participant deferral / active EE | $4,036 | $4,121-2.1% | $5,056-20.2% | $4,300-6.2% |
| Admin fee / account holder | $1,125 | $8,048-86.0% | $9,460-88.1% | $6,925-83.8% |