Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,506 | $102,385-82.9% | $147,080-88.1% | $80,935-78.4% |
| Participation rate | 76.7% | 75.9%+0.8pp | 82.2%-5.5pp | 67.7%+9.0pp |
| Annual return | 14.67% | 135.09%-120.4pp | 420.17%-405.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $1,102 | $3,717-70.4% | $4,933-77.7% | $2,757-60.0% |
| Participant deferral / active EE | $2,931 | $6,651-55.9% | $8,066-63.7% | $4,299-31.8% |
| Admin fee / account holder | $2,571 | $7,951-67.7% | $12,989-80.2% | $6,924-62.9% |