Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,225 | $156,398-97.3% | $147,318-97.1% | $138,895-97.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 392.88% | 78.75%+314.1pp | 70.43%+322.4pp | 145.39%+247.5pp |
| Employer contribution / active EE | $1,547 | $4,853-68.1% | $4,593-66.3% | $4,194-63.1% |
| Participant deferral / active EE | $3,086 | $8,237-62.5% | $7,906-61.0% | $6,396-51.8% |
| Admin fee / account holder | $2,496 | $14,976-83.3% | $13,708-81.8% | $12,562-80.1% |