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 | $10,504 | $138,102-92.4% | $125,381-91.6% | $134,532-92.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.73% | 750.73%-769.5pp | 572.31%-591.0pp | 418.27%-437.0pp |
| Employer contribution / active EE | $2,647 | $5,245-49.5% | $4,815-45.0% | $4,741-44.2% |
| Participant deferral / active EE | $2,948 | $7,801-62.2% | $7,448-60.4% | $6,401-53.9% |
| Admin fee / account holder | $1,278 | $11,568-89.0% | $10,007-87.2% | $11,429-88.8% |