Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $8,614 | $90,486-90.5% | $78,676-89.1% | $273,972-96.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.86% | 75.62%-64.8pp | 62.19%-51.3pp | 41.46%-30.6pp |
| Employer contribution / active EE | $1,715 | $3,175-46.0% | $2,850-39.8% | $4,869-64.8% |
| Participant deferral / active EE | $1,185 | $3,901-69.6% | $3,517-66.3% | $5,287-77.6% |
| Admin fee / account holder | $380 | $5,263-92.8% | $4,510-91.6% | $10,133-96.2% |