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 | $15,305 | $88,672-82.7% | $105,223-85.5% | $82,448-81.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 21.30% | 30.86%-9.6pp | 180.65%-159.4pp | 41.64%-20.3pp |
| Employer contribution / active EE | $2,850 | $3,048-6.5% | $3,689-22.7% | $2,551+11.7% |
| Participant deferral / active EE | $2,488 | $4,036-38.3% | $5,072-50.9% | $4,139-39.9% |
| Admin fee / account holder | $1,570 | $7,146-78.0% | $8,859-82.3% | $7,234-78.3% |