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 | $8,467 | $107,733-92.1% | $92,985-90.9% | $154,746-94.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 32.40% | 30.39%+2.0pp | 27.99%+4.4pp | 172.34%-139.9pp |
| Employer contribution / active EE | $4,742 | $3,126+51.7% | $2,662+78.1% | $4,379+8.3% |
| Participant deferral / active EE | $4,029 | $5,053-20.3% | $4,377-8.0% | $6,730-40.1% |
| Admin fee / account holder | $1,386 | $11,369-87.8% | $9,463-85.4% | $14,365-90.4% |