Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,682 | $63,346-81.6% | $92,240-87.3% | $70,126-83.3% |
| Participation rate | 76.0% | 68.7%+7.3pp | 76.5%-0.5pp | 69.5%+6.5pp |
| Annual return | 20.63% | 530.19%-509.6pp | 176.29%-155.7pp | 73.15%-52.5pp |
| Employer contribution / active EE | $5,171 | $2,471+109.3% | $3,680+40.5% | $2,343+120.8% |
| Participant deferral / active EE | $1,198 | $2,854-58.0% | $3,897-69.3% | $3,332-64.1% |
| Admin fee / account holder | $688 | $3,841-82.1% | $5,194-86.8% | $4,645-85.2% |