Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,611 | $95,404-84.7% | $113,397-87.1% | $82,637-82.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 21.76% | 19.08%+2.7pp | 23.20%-1.4pp | 53.51%-31.7pp |
| Employer contribution / active EE | $3,197 | $2,307+38.6% | $2,977+7.4% | $2,552+25.3% |
| Participant deferral / active EE | $3,616 | $4,220-14.3% | $5,076-28.8% | $4,126-12.4% |
| Admin fee / account holder | $516 | $9,168-94.4% | $11,957-95.7% | $7,339-93.0% |