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 | $25,626 | $101,499-74.8% | $147,005-82.6% | $74,546-65.6% |
| Participation rate | 90.6% | 75.5%+15.1pp | 82.2%+8.5pp | 67.2%+23.4pp |
| Annual return | 13.71% | 8732.34%-8718.6pp | 418.76%-405.1pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $1,301 | $3,811-65.9% | $4,934-73.6% | $2,624-50.4% |
| Participant deferral / active EE | $3,804 | $7,304-47.9% | $8,070-52.9% | $4,347-12.5% |
| Admin fee / account holder | $1,428 | $1,748-18.3% | $13,006-89.0% | $1,944-26.5% |