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 | $4,313 | $105,158-95.9% | $94,672-95.4% | $139,487-96.9% |
| Participation rate | 90.9% | 82.4%+8.5pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | 100.52% | 38.11%+62.4pp | 156.89%-56.4pp | 373.84%-273.3pp |
| Employer contribution / active EE | $2,396 | $4,107-41.7% | $3,673-34.8% | $4,755-49.6% |
| Participant deferral / active EE | $2,538 | $7,599-66.6% | $7,417-65.8% | $6,713-62.2% |
| Admin fee / account holder | $597 | $8,972-93.3% | $7,222-91.7% | $11,407-94.8% |