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 | $7,978 | $115,225-93.1% | $100,712-92.1% | $138,895-94.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 32.49% | 40.35%-7.9pp | 33.27%-0.8pp | 145.39%-112.9pp |
| Employer contribution / active EE | $1,936 | $2,771-30.1% | $2,313-16.3% | $4,194-53.8% |
| Participant deferral / active EE | $2,607 | $4,699-44.5% | $4,085-36.2% | $6,396-59.2% |
| Admin fee / account holder | $612 | $10,844-94.4% | $9,256-93.4% | $12,562-95.1% |