Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,895 | $165,399-91.0% | $149,745-90.1% | $158,982-90.6% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 17.87% | 348.34%-330.5pp | 276.72%-258.8pp | 302.99%-285.1pp |
| Employer contribution / active EE | $1,842 | $5,105-63.9% | $4,646-60.3% | $4,763-61.3% |
| Participant deferral / active EE | $3,662 | $7,183-49.0% | $6,843-46.5% | $5,983-38.8% |
| Admin fee / account holder | $958 | $10,811-91.1% | $9,312-89.7% | $11,252-91.5% |