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 | $18,409 | $102,422-82.0% | $147,117-87.5% | $80,959-77.3% |
| Participation rate | 80.6% | 75.9%+4.8pp | 82.2%-1.5pp | 67.7%+13.0pp |
| Annual return | 20.13% | 135.16%-115.0pp | 420.54%-400.4pp | 35.67%-15.5pp |
| Employer contribution / active EE | $2,502 | $3,717-32.7% | $4,932-49.3% | $2,757-9.3% |
| Participant deferral / active EE | $5,954 | $6,652-10.5% | $8,065-26.2% | $4,300+38.4% |
| Admin fee / account holder | $614 | $7,953-92.3% | $12,993-95.3% | $6,925-91.1% |