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 | $15,530 | $198,457-92.2% | $170,435-90.9% | $147,586-89.5% |
| Participation rate | 70.8% | 88.0%-17.1pp | 83.6%-12.8pp | 82.8%-12.0pp |
| Annual return | 27.78% | 257.30%-229.5pp | 205.94%-178.2pp | 578.59%-550.8pp |
| Employer contribution / active EE | $2,258 | $6,183-63.5% | $5,432-58.4% | $4,876-53.7% |
| Participant deferral / active EE | $3,508 | $5,629-37.7% | $4,939-29.0% | $5,439-35.5% |
| Admin fee / account holder | $7,897 | $16,852-53.1% | $13,881-43.1% | $10,886-27.5% |