Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,643 | $166,268-91.8% | $165,100-91.7% | $145,897-90.6% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+7.9pp |
| Annual return | 14.23% | 100.52%-86.3pp | 70.21%-56.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,428 | $5,284-73.0% | $4,348-67.2% | $4,663-69.4% |
| Participant deferral / active EE | $2,037 | $6,964-70.8% | $6,035-66.3% | $6,689-69.6% |
| Admin fee / account holder | $431 | $16,659-97.4% | $12,696-96.6% | $13,390-96.8% |