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 | $11,320 | $132,099-91.4% | $115,599-90.2% | $138,895-91.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 15.09% | 176.76%-161.7pp | 111.10%-96.0pp | 145.39%-130.3pp |
| Employer contribution / active EE | $2,645 | $3,416-22.6% | $2,955-10.5% | $4,194-36.9% |
| Participant deferral / active EE | $3,718 | $5,617-33.8% | $4,889-24.0% | $6,396-41.9% |
| Admin fee / account holder | $717 | $15,650-95.4% | $12,841-94.4% | $12,562-94.3% |