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 | $13,621 | $154,228-91.2% | $145,433-90.6% | $137,256-90.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.79% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,391 | $4,804-71.1% | $4,554-69.5% | $4,156-66.5% |
| Participant deferral / active EE | $2,490 | $8,216-69.7% | $7,897-68.5% | $6,407-61.1% |
| Admin fee / account holder | $1,865 | $14,344-87.0% | $13,129-85.8% | $12,270-84.8% |