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 | $14,397 | $185,312-92.2% | $161,489-91.1% | $154,746-90.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 27.19% | 103.84%-76.7pp | 89.72%-62.5pp | 172.34%-145.1pp |
| Employer contribution / active EE | $1,423 | $4,769-70.2% | $4,268-66.7% | $4,379-67.5% |
| Participant deferral / active EE | $4,718 | $6,350-25.7% | $5,630-16.2% | $6,730-29.9% |
| Admin fee / account holder | $319 | $18,654-98.3% | $16,006-98.0% | $14,365-97.8% |