Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,412 | $156,398-90.8% | $147,318-90.2% | $138,895-89.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.95% | 78.75%-53.8pp | 70.43%-45.5pp | 145.39%-120.4pp |
| Employer contribution / active EE | $1,099 | $4,853-77.4% | $4,593-76.1% | $4,194-73.8% |
| Participant deferral / active EE | $2,635 | $8,237-68.0% | $7,906-66.7% | $6,396-58.8% |
| Admin fee / account holder | $1,067 | $14,976-92.9% | $13,708-92.2% | $12,562-91.5% |