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 | $13,173 | $160,040-91.8% | $147,096-91.0% | $145,877-91.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 15.91% | 98.49%-82.6pp | 419.75%-403.8pp | 551.28%-535.4pp |
| Employer contribution / active EE | $1,198 | $5,289-77.4% | $4,936-75.7% | $4,663-74.3% |
| Participant deferral / active EE | $4,199 | $8,429-50.2% | $8,071-48.0% | $6,691-37.2% |
| Admin fee / account holder | $1,139 | $15,050-92.4% | $13,005-91.2% | $13,402-91.5% |