Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,547 | $80,812-85.7% | $160,784-92.8% | $82,448-86.0% |
| Participation rate | 72.4% | 66.2%+6.2pp | 77.0%-4.5pp | 68.1%+4.3pp |
| Annual return | 17.38% | 100.59%-83.2pp | 1803.92%-1786.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $994 | $2,174-54.3% | $3,733-73.4% | $2,551-61.1% |
| Participant deferral / active EE | $4,034 | $4,335-7.0% | $6,293-35.9% | $4,139-2.6% |
| Admin fee / account holder | $3,560 | $7,695-53.7% | $9,717-63.4% | $7,234-50.8% |