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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,884 | $688,502-56.3% | $612,566-50.9% | $461,066-34.7% |
| Participation rate | 0.0% | 93.5%-93.5pp | 89.6%-89.6pp | 87.7%-87.7pp |
| Annual return | 20.89% | 673.65%-652.8pp | 668.32%-647.4pp | 484.84%-463.9pp |
| Employer contribution / active EE | $0 | $15,083-100.0% | $13,765-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $11,956-100.0% | $10,655-100.0% | $6,032-100.0% |
| Admin fee / account holder | $7,293 | $17,670-58.7% | $19,357-62.3% | $28,147-74.1% |