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 | $16,515 | $183,592-91.0% | $155,574-89.4% | $145,877-88.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.07% | 61.37%-46.3pp | 64.87%-49.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $3,009 | $5,317-43.4% | $4,676-35.6% | $4,663-35.5% |
| Participant deferral / active EE | $3,527 | $6,466-45.5% | $5,629-37.3% | $6,691-47.3% |
| Admin fee / account holder | $1,623 | $19,316-91.6% | $15,914-89.8% | $13,402-87.9% |