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 | $20,023 | $184,014-89.1% | $161,149-87.6% | $138,895-85.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 18.20% | 21.52%-3.3pp | 21.16%-3.0pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,501 | $5,055-70.3% | $4,360-65.6% | $4,194-64.2% |
| Participant deferral / active EE | $3,098 | $6,909-55.2% | $6,153-49.7% | $6,396-51.6% |
| Admin fee / account holder | $497 | $18,027-97.2% | $15,194-96.7% | $12,562-96.0% |