Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,142 | $124,346-88.6% | $111,308-87.3% | $167,536-91.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.94% | 37.45%-20.5pp | 54.67%-37.7pp | 478.82%-461.9pp |
| Employer contribution / active EE | $3,053 | $3,437-11.2% | $2,732+11.8% | $4,839-36.9% |
| Participant deferral / active EE | $2,656 | $5,182-48.7% | $4,487-40.8% | $6,342-58.1% |
| Admin fee / account holder | $2,356 | $10,621-77.8% | $7,965-70.4% | $12,315-80.9% |