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 | $33,402 | $184,000-81.8% | $162,185-79.4% | $152,909-78.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 26.72% | 150.80%-124.1pp | 115.61%-88.9pp | 345.46%-318.7pp |
| Employer contribution / active EE | $2,318 | $6,370-63.6% | $5,613-58.7% | $4,764-51.3% |
| Participant deferral / active EE | $3,030 | $8,033-62.3% | $7,297-58.5% | $5,851-48.2% |
| Admin fee / account holder | $2,483 | $13,124-81.1% | $10,844-77.1% | $11,601-78.6% |