Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,200 | $165,399-90.2% | $149,745-89.2% | $158,982-89.8% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 31.26% | 348.34%-317.1pp | 276.72%-245.5pp | 302.99%-271.7pp |
| Employer contribution / active EE | $2,585 | $5,105-49.4% | $4,646-44.4% | $4,763-45.7% |
| Participant deferral / active EE | $7,056 | $7,183-1.8% | $6,843+3.1% | $5,983+17.9% |
| Admin fee / account holder | $3,117 | $10,811-71.2% | $9,312-66.5% | $11,252-72.3% |