Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,600 | $138,312-91.6% | $122,979-90.6% | $155,188-92.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 25.07% | 22.06%+3.0pp | 20.12%+5.0pp | 148.84%-123.8pp |
| Employer contribution / active EE | $2,103 | $3,530-40.4% | $3,062-31.3% | $4,248-50.5% |
| Participant deferral / active EE | $4,524 | $5,592-19.1% | $5,003-9.6% | $6,531-30.7% |
| Admin fee / account holder | $1,026 | $15,089-93.2% | $12,864-92.0% | $14,480-92.9% |