Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,167 | $201,370-87.0% | $184,256-85.8% | $145,897-82.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.76% | 29.05%-8.3pp | 28.85%-8.1pp | 552.29%-531.5pp |
| Employer contribution / active EE | $1,803 | $7,024-74.3% | $6,427-71.9% | $4,663-61.3% |
| Participant deferral / active EE | $6,324 | $9,808-35.5% | $9,133-30.8% | $6,689-5.5% |
| Admin fee / account holder | $1,692 | $16,364-89.7% | $13,899-87.8% | $13,390-87.4% |