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 | $15,993 | $156,616-89.8% | $133,346-88.0% | $198,609-91.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 17.00% | 44.25%-27.3pp | 36.85%-19.9pp | 202.70%-185.7pp |
| Employer contribution / active EE | $1,721 | $3,368-48.9% | $2,853-39.7% | $5,055-65.9% |
| Participant deferral / active EE | $3,223 | $4,920-34.5% | $4,332-25.6% | $6,977-53.8% |
| Admin fee / account holder | $1,336 | $17,468-92.3% | $14,264-90.6% | $19,030-93.0% |