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 | $16,022 | $97,648-83.6% | $121,663-86.8% | $87,485-81.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 16.57% | 18.03%-1.5pp | 147.54%-131.0pp | 26.06%-9.5pp |
| Employer contribution / active EE | $2,847 | $2,300+23.7% | $3,020-5.7% | $2,596+9.6% |
| Participant deferral / active EE | $3,886 | $3,923-0.9% | $4,887-20.5% | $4,274-9.1% |
| Admin fee / account holder | $1,529 | $11,100-86.2% | $14,289-89.3% | $7,775-80.3% |