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 | $12,018 | $135,956-91.2% | $123,894-90.3% | $273,972-95.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.13% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,192 | $5,170-57.6% | $4,617-52.5% | $4,869-55.0% |
| Participant deferral / active EE | $2,363 | $6,343-62.7% | $5,984-60.5% | $5,287-55.3% |
| Admin fee / account holder | $786 | $9,817-92.0% | $8,357-90.6% | $10,133-92.2% |