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 | $9,977 | $160,028-93.8% | $147,080-93.2% | $145,884-93.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.27% | 98.60%-86.3pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $3,364 | $5,286-36.4% | $4,933-31.8% | $4,662-27.9% |
| Participant deferral / active EE | $6,177 | $8,422-26.7% | $8,066-23.4% | $6,690-7.7% |
| Admin fee / account holder | $5,353 | $15,030-64.4% | $12,989-58.8% | $13,392-60.0% |