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 | $8,787 | $48,337-81.8% | $67,560-87.0% | $80,959-89.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.83% | 18.26%-3.4pp | 3533.50%-3518.7pp | 35.67%-20.8pp |
| Employer contribution / active EE | $860 | $2,023-57.5% | $2,737-68.6% | $2,757-68.8% |
| Participant deferral / active EE | $1,980 | $2,928-32.4% | $4,004-50.5% | $4,300-54.0% |
| Admin fee / account holder | $1,206 | $3,695-67.4% | $3,994-69.8% | $6,925-82.6% |