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 | $11,945 | $73,518-83.8% | $63,003-81.0% | $147,585-91.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.48% | 175.46%-162.0pp | 87.59%-74.1pp | 578.56%-565.1pp |
| Employer contribution / active EE | $3,106 | $3,322-6.5% | $2,760+12.5% | $4,876-36.3% |
| Participant deferral / active EE | $3,747 | $4,183-10.4% | $3,329+12.6% | $5,439-31.1% |
| Admin fee / account holder | $797 | $5,952-86.6% | $3,600-77.9% | $10,885-92.7% |