Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,437 | $107,353-94.9% | $92,903-94.1% | $152,885-96.4% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 35.92% | 145.62%-109.7pp | 109.43%-73.5pp | 345.39%-309.5pp |
| Employer contribution / active EE | $1,610 | $4,222-61.9% | $3,653-55.9% | $4,763-66.2% |
| Participant deferral / active EE | $2,642 | $4,848-45.5% | $4,238-37.7% | $5,851-54.9% |
| Admin fee / account holder | $895 | $7,081-87.4% | $5,795-84.6% | $11,598-92.3% |