Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,567 | $105,200-91.9% | $159,474-94.6% | $85,847-90.0% |
| Participation rate | 82.6% | 75.8%+6.8pp | 82.8%-0.2pp | 69.3%+13.3pp |
| Annual return | 47.69% | 45.08%+2.6pp | 263.68%-216.0pp | 318.61%-270.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,157 | $5,946-30.1% | $7,353-43.5% | $3,952+5.2% |
| Admin fee / account holder | $1,639 | $6,934-76.4% | $10,802-84.8% | $6,261-73.8% |