Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,436 | $171,867-86.4% | $149,721-84.3% | $147,586-84.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.27% | 2113.36%-2091.1pp | 1501.67%-1479.4pp | 578.59%-556.3pp |
| Employer contribution / active EE | $2,158 | $6,275-65.6% | $5,444-60.4% | $4,876-55.8% |
| Participant deferral / active EE | $9,253 | $7,270+27.3% | $6,568+40.9% | $5,439+70.1% |
| Admin fee / account holder | $333 | $13,799-97.6% | $11,282-97.0% | $10,886-96.9% |