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 | $20,817 | $168,635-87.7% | $147,617-85.9% | $125,389-83.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.02% | 77.65%-80.7pp | 61.98%-65.0pp | 282.24%-285.3pp |
| Employer contribution / active EE | $5,851 | $6,252-6.4% | $5,564+5.2% | $4,866+20.2% |
| Participant deferral / active EE | $3,980 | $5,507-27.7% | $4,895-18.7% | $5,352-25.6% |
| Admin fee / account holder | $329 | $13,580-97.6% | $11,612-97.2% | $9,541-96.6% |