Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,345 | $78,670-75.4% | $109,173-82.3% | $85,847-77.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 17.88% | 25.09%-7.2pp | 25.75%-7.9pp | 318.61%-300.7pp |
| Employer contribution / active EE | $10,177 | $2,734+272.3% | $3,723+173.4% | $2,565+296.7% |
| Participant deferral / active EE | $2,824 | $3,467-18.6% | $4,654-39.3% | $3,952-28.6% |
| Admin fee / account holder | $6,788 | $5,469+24.1% | $6,755+0.5% | $6,261+8.4% |