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 | $30,179 | $202,342-85.1% | $172,752-82.5% | $152,897-80.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.87% | 1029.83%-1009.0pp | 802.97%-782.1pp | 345.43%-324.6pp |
| Employer contribution / active EE | $2,684 | $5,858-54.2% | $5,144-47.8% | $4,764-43.7% |
| Participant deferral / active EE | $4,970 | $5,948-16.5% | $5,198-4.4% | $5,851-15.1% |
| Admin fee / account holder | $680 | $17,111-96.0% | $13,955-95.1% | $11,599-94.1% |