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 | $15,334 | $126,661-87.9% | $113,397-86.5% | $138,895-89.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 25.58% | 25.05%+0.5pp | 23.20%+2.4pp | 145.39%-119.8pp |
| Employer contribution / active EE | $2,633 | $3,456-23.8% | $2,977-11.6% | $4,194-37.2% |
| Participant deferral / active EE | $4,686 | $5,693-17.7% | $5,076-7.7% | $6,396-26.7% |
| Admin fee / account holder | $493 | $14,549-96.6% | $11,957-95.9% | $12,562-96.1% |