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 | $12,085 | $107,363-88.7% | $92,909-87.0% | $152,897-92.1% |
| Participation rate | 95.2% | 79.8%+15.4pp | 76.0%+19.2pp | 82.5%+12.8pp |
| Annual return | 33.45% | 145.63%-112.2pp | 109.44%-76.0pp | 345.43%-312.0pp |
| Employer contribution / active EE | $8,474 | $4,222+100.7% | $3,653+131.9% | $4,764+77.9% |
| Participant deferral / active EE | $3,465 | $4,848-28.5% | $4,238-18.2% | $5,851-40.8% |
| Admin fee / account holder | $1,405 | $7,082-80.2% | $5,795-75.8% | $11,599-87.9% |