Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,794 | $102,385-79.7% | $147,080-85.9% | $80,935-74.3% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.7%+30.0pp |
| Annual return | 25.30% | 135.09%-109.8pp | 420.17%-394.9pp | 35.66%-10.4pp |
| Employer contribution / active EE | $4,411 | $3,717+18.7% | $4,933-10.6% | $2,757+60.0% |
| Participant deferral / active EE | $7,704 | $6,651+15.8% | $8,066-4.5% | $4,299+79.2% |
| Admin fee / account holder | $1,666 | $7,951-79.0% | $12,989-87.2% | $6,924-75.9% |