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 | $6,274 | $114,119-94.5% | $107,187-94.1% | $138,895-95.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 22.35% | 273.21%-250.9pp | 204.55%-182.2pp | 145.39%-123.0pp |
| Employer contribution / active EE | $1,408 | $4,059-65.3% | $3,782-62.8% | $4,194-66.4% |
| Participant deferral / active EE | $1,954 | $5,538-64.7% | $5,096-61.7% | $6,396-69.4% |
| Admin fee / account holder | $1,159 | $10,024-88.4% | $9,162-87.4% | $12,562-90.8% |