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 | $26,898 | $101,752-73.6% | $164,928-83.7% | $80,911-66.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.82% | 16.73%-2.9pp | 70.08%-56.3pp | 35.63%-21.8pp |
| Employer contribution / active EE | $2,816 | $2,953-4.6% | $4,343-35.2% | $2,756+2.2% |
| Participant deferral / active EE | $7,352 | $4,477+64.2% | $6,034+21.9% | $4,297+71.1% |
| Admin fee / account holder | $2,260 | $8,218-72.5% | $12,684-82.2% | $6,935-67.4% |