Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,104 | $176,105-90.9% | $159,474-89.9% | $167,536-90.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.18% | 331.91%-317.7pp | 263.68%-249.5pp | 478.82%-464.6pp |
| Employer contribution / active EE | $7,367 | $5,299+39.0% | $4,831+52.5% | $4,839+52.2% |
| Participant deferral / active EE | $4,215 | $7,751-45.6% | $7,353-42.7% | $6,342-33.5% |
| Admin fee / account holder | $5,061 | $12,559-59.7% | $10,802-53.2% | $12,315-58.9% |