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 | $30,405 | $202,345-85.0% | $172,755-82.4% | $152,885-80.1% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 27.59% | 1029.77%-1002.2pp | 802.94%-775.4pp | 345.39%-317.8pp |
| Employer contribution / active EE | $2,058 | $5,858-64.9% | $5,144-60.0% | $4,763-56.8% |
| Participant deferral / active EE | $6,584 | $5,948+10.7% | $5,198+26.7% | $5,851+12.5% |
| Admin fee / account holder | $6,886 | $17,111-59.8% | $13,955-50.7% | $11,598-40.6% |