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 | $20,203 | $70,435-71.3% | $96,575-79.1% | $85,856-76.5% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 13.21% | 18.59%-5.4pp | 37.79%-24.6pp | 318.58%-305.4pp |
| Employer contribution / active EE | $1,440 | $1,413+1.9% | $2,357-38.9% | $2,565-43.9% |
| Participant deferral / active EE | $2,144 | $2,894-25.9% | $3,849-44.3% | $3,952-45.8% |
| Admin fee / account holder | $2,299 | $4,997-54.0% | $6,182-62.8% | $6,261-63.3% |