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 | $12,049 | $211,224-94.3% | $178,505-93.3% | $145,897-91.7% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 13.82% | 30.28%-16.5pp | 27.16%-13.3pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,183 | $4,577-52.3% | $3,955-44.8% | $4,663-53.2% |
| Participant deferral / active EE | $5,331 | $6,966-23.5% | $6,280-15.1% | $6,689-20.3% |
| Admin fee / account holder | $1,260 | $12,109-89.6% | $10,428-87.9% | $13,390-90.6% |