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 | $17,912 | $157,304-88.6% | $141,197-87.3% | $152,909-88.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.48% | 64.34%-40.9pp | 71.41%-47.9pp | 345.46%-322.0pp |
| Employer contribution / active EE | $1,630 | $5,263-69.0% | $4,736-65.6% | $4,764-65.8% |
| Participant deferral / active EE | $4,084 | $7,111-42.6% | $6,710-39.1% | $5,851-30.2% |
| Admin fee / account holder | $544 | $12,126-95.5% | $10,265-94.7% | $11,601-95.3% |