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 | $8,973 | $201,372-95.5% | $184,260-95.1% | $145,884-93.8% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 23.43% | 29.04%-5.6pp | 28.84%-5.4pp | 551.85%-528.4pp |
| Employer contribution / active EE | $1,826 | $7,024-74.0% | $6,427-71.6% | $4,662-60.8% |
| Participant deferral / active EE | $5,412 | $9,808-44.8% | $9,133-40.7% | $6,690-19.1% |
| Admin fee / account holder | $2,820 | $16,362-82.8% | $13,898-79.7% | $13,392-78.9% |