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 | $15,530 | $148,582-89.5% | $135,942-88.6% | $139,456-88.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.89% | 79.26%-51.4pp | 68.28%-40.4pp | 373.45%-345.6pp |
| Employer contribution / active EE | $3,710 | $5,245-29.3% | $4,858-23.6% | $4,753-21.9% |
| Participant deferral / active EE | $9,861 | $8,101+21.7% | $7,759+27.1% | $6,711+46.9% |
| Admin fee / account holder | $494 | $12,402-96.0% | $10,764-95.4% | $11,407-95.7% |