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 | $14,657 | $91,559-84.0% | $133,978-89.1% | $79,856-81.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.26% | 61.85%-45.6pp | 45.10%-28.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $4,798 | $2,384+101.3% | $3,919+22.4% | $2,471+94.2% |
| Participant deferral / active EE | $3,508 | $3,734-6.1% | $5,047-30.5% | $3,741-6.2% |
| Admin fee / account holder | $4,463 | $6,321-29.4% | $8,930-50.0% | $5,306-15.9% |