Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,537 | $101,591-72.9% | $147,096-81.3% | $74,429-63.0% |
| Participation rate | 78.0% | 75.5%+2.4pp | 82.2%-4.2pp | 67.2%+10.8pp |
| Annual return | 27.79% | 8746.45%-8718.7pp | 419.75%-392.0pp | 1368.38%-1340.6pp |
| Employer contribution / active EE | $2,731 | $3,813-28.4% | $4,936-44.7% | $2,625+4.1% |
| Participant deferral / active EE | $5,271 | $7,302-27.8% | $8,071-34.7% | $4,348+21.2% |
| Admin fee / account holder | $9,121 | $1,750+421.2% | $13,005-29.9% | $1,944+369.1% |