Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,453 | $180,462-89.2% | $154,111-87.4% | $135,379-85.6% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -1.16% | 888.17%-889.3pp | 735.18%-736.3pp | 519.79%-520.9pp |
| Employer contribution / active EE | $4,813 | $6,036-20.3% | $5,298-9.1% | $4,779+0.7% |
| Participant deferral / active EE | $4,477 | $5,806-22.9% | $5,081-11.9% | $5,609-20.2% |
| Admin fee / account holder | $2,345 | $16,145-85.5% | $13,411-82.5% | $10,828-78.3% |