Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,187 | $209,425-87.5% | $178,499-85.3% | $158,966-83.5% |
| Participation rate | 70.0% | 86.4%-16.4pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 32.17% | 188.80%-156.6pp | 151.10%-118.9pp | 302.95%-270.8pp |
| Employer contribution / active EE | $1,447 | $5,707-74.7% | $5,011-71.1% | $4,762-69.6% |
| Participant deferral / active EE | $4,986 | $5,955-16.3% | $5,202-4.2% | $5,983-16.7% |
| Admin fee / account holder | $355 | $17,078-97.9% | $13,986-97.5% | $11,250-96.8% |