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 | $13,423 | $124,425-89.2% | $112,040-88.0% | $137,256-90.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 26.75% | 24.72%+2.0pp | 24.52%+2.2pp | 220.34%-193.6pp |
| Employer contribution / active EE | $4,523 | $3,411+32.6% | $2,954+53.1% | $4,156+8.8% |
| Participant deferral / active EE | $5,030 | $5,718-12.0% | $5,098-1.3% | $6,407-21.5% |
| Admin fee / account holder | $732 | $15,207-95.2% | $12,098-93.9% | $12,270-94.0% |