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 | $8,622 | $175,231-95.1% | $149,696-94.2% | $139,466-93.8% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.9pp | 80.3%-3.4pp |
| Annual return | 23.99% | 166.77%-142.8pp | 134.46%-110.5pp | 373.66%-349.7pp |
| Employer contribution / active EE | $2,166 | $5,478-60.5% | $4,821-55.1% | $4,754-54.4% |
| Participant deferral / active EE | $2,363 | $6,521-63.8% | $5,682-58.4% | $6,712-64.8% |
| Admin fee / account holder | $1,394 | $16,155-91.4% | $13,212-89.5% | $11,409-87.8% |