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 | $9,639 | $110,379-91.3% | $102,412-90.6% | $145,884-93.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.34% | 24.84%-8.5pp | 24.94%-8.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $2,070 | $4,216-50.9% | $3,870-46.5% | $4,662-55.6% |
| Participant deferral / active EE | $2,728 | $5,622-51.5% | $5,060-46.1% | $6,690-59.2% |
| Admin fee / account holder | $627 | $9,745-93.6% | $8,388-92.5% | $13,392-95.3% |