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 | $16,350 | $86,294-81.1% | $111,303-85.3% | $85,856-81.0% |
| Participation rate | 98.6% | 73.3%+25.3pp | 77.3%+21.3pp | 69.3%+29.3pp |
| Annual return | 16.62% | 19.99%-3.4pp | 54.66%-38.0pp | 318.58%-302.0pp |
| Employer contribution / active EE | $1,800 | $2,043-11.9% | $2,731-34.1% | $2,565-29.8% |
| Participant deferral / active EE | $2,108 | $3,641-42.1% | $4,487-53.0% | $3,952-46.7% |
| Admin fee / account holder | $495 | $8,189-94.0% | $7,966-93.8% | $6,261-92.1% |