Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,431 | $50,554-79.4% | $67,681-84.6% | $87,485-88.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 18.29% | 17.81%+0.5pp | 590.58%-572.3pp | 26.06%-7.8pp |
| Employer contribution / active EE | $513 | $1,988-74.2% | $2,678-80.9% | $2,596-80.2% |
| Participant deferral / active EE | $2,547 | $2,961-14.0% | $3,976-35.9% | $4,274-40.4% |
| Admin fee / account holder | $793 | $4,132-80.8% | $6,100-87.0% | $7,775-89.8% |