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 | $9,425 | $48,364-80.5% | $71,796-86.9% | $62,881-85.0% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 18.56% | 13.16%+5.4pp | 78.04%-59.5pp | 20.14%-1.6pp |
| Employer contribution / active EE | $1,604 | $1,042+54.0% | $1,924-16.6% | $2,281-29.7% |
| Participant deferral / active EE | $2,004 | $2,091-4.2% | $2,794-28.3% | $3,203-37.4% |
| Admin fee / account holder | $836 | $3,771-77.8% | $4,815-82.6% | $4,296-80.5% |