Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,764 | $106,749-83.4% | $145,433-87.8% | $82,448-78.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.00% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,727 | $3,444-49.9% | $4,554-62.1% | $2,551-32.3% |
| Participant deferral / active EE | $2,848 | $6,519-56.3% | $7,897-63.9% | $4,139-31.2% |
| Admin fee / account holder | $612 | $8,390-92.7% | $13,129-95.3% | $7,234-91.5% |