Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,039 | $159,978-89.3% | $147,041-88.4% | $145,978-88.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.42% | 98.36%-78.9pp | 419.21%-399.8pp | 550.52%-531.1pp |
| Employer contribution / active EE | $1,789 | $5,288-66.2% | $4,935-63.7% | $4,662-61.6% |
| Participant deferral / active EE | $3,475 | $8,429-58.8% | $8,071-56.9% | $6,690-48.1% |
| Admin fee / account holder | $869 | $15,053-94.2% | $13,006-93.3% | $13,400-93.5% |