Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,589 | $89,370-75.8% | $141,197-84.7% | $72,976-70.4% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 21.79% | 111.88%-90.1pp | 71.41%-49.6pp | 81.02%-59.2pp |
| Employer contribution / active EE | $1,452 | $3,115-53.4% | $4,736-69.3% | $2,440-40.5% |
| Participant deferral / active EE | $5,578 | $5,419+2.9% | $6,710-16.9% | $3,608+54.6% |
| Admin fee / account holder | $747 | $5,957-87.5% | $10,265-92.7% | $5,124-85.4% |