Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,035 | $148,629-89.2% | $135,982-88.2% | $139,487-88.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 43.66% | 79.33%-35.7pp | 68.32%-24.7pp | 373.84%-330.2pp |
| Employer contribution / active EE | $2,135 | $5,247-59.3% | $4,859-56.1% | $4,755-55.1% |
| Participant deferral / active EE | $3,295 | $8,102-59.3% | $7,760-57.5% | $6,713-50.9% |
| Admin fee / account holder | $585 | $12,406-95.3% | $10,767-94.6% | $11,407-94.9% |