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 | $13,484 | $85,169-84.2% | $172,755-92.2% | $72,983-81.5% |
| Participation rate | 87.0% | 70.1%+16.9pp | 82.6%+4.3pp | 69.5%+17.5pp |
| Annual return | 30.53% | 27.32%+3.2pp | 802.94%-772.4pp | 81.01%-50.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,363 | $3,260+3.2% | $5,198-35.3% | $3,608-6.8% |
| Admin fee / account holder | $684 | $5,880-88.4% | $13,955-95.1% | $5,124-86.6% |