Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,113 | $148,629-90.5% | $135,982-89.6% | $139,487-89.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.40% | 79.33%-64.9pp | 68.32%-53.9pp | 373.84%-359.4pp |
| Employer contribution / active EE | $2,038 | $5,247-61.2% | $4,859-58.1% | $4,755-57.1% |
| Participant deferral / active EE | $2,830 | $8,102-65.1% | $7,760-63.5% | $6,713-57.8% |
| Admin fee / account holder | $1,349 | $12,406-89.1% | $10,767-87.5% | $11,407-88.2% |