Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,869 | $223,823-91.1% | $211,142-90.6% | $154,746-87.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 24.09% | 50.39%-26.3pp | 46.84%-22.7pp | 172.34%-148.2pp |
| Employer contribution / active EE | $2,341 | $6,787-65.5% | $6,442-63.7% | $4,379-46.5% |
| Participant deferral / active EE | $6,018 | $9,750-38.3% | $9,284-35.2% | $6,730-10.6% |
| Admin fee / account holder | $489 | $19,707-97.5% | $19,076-97.4% | $14,365-96.6% |