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 | $15,719 | $96,965-83.8% | $97,995-84.0% | $147,586-89.3% |
| Participation rate | 71.4% | 83.6%-12.2pp | 82.4%-11.0pp | 82.8%-11.4pp |
| Annual return | 23.13% | 24.11%-1.0pp | 23.94%-0.8pp | 578.59%-555.5pp |
| Employer contribution / active EE | $1,884 | $4,536-58.5% | $4,158-54.7% | $4,876-61.4% |
| Participant deferral / active EE | $2,599 | $5,081-48.9% | $5,097-49.0% | $5,439-52.2% |
| Admin fee / account holder | $504 | $8,120-93.8% | $5,943-91.5% | $10,886-95.4% |