Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,906 | $98,760-84.9% | $149,715-90.0% | $79,858-81.3% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+27.9pp |
| Annual return | 19.52% | 27.43%-7.9pp | 276.66%-257.1pp | 31.72%-12.2pp |
| Employer contribution / active EE | $2,615 | $3,217-18.7% | $4,645-43.7% | $2,471+5.8% |
| Participant deferral / active EE | $4,109 | $5,681-27.7% | $6,842-40.0% | $3,740+9.8% |
| Admin fee / account holder | $859 | $6,053-85.8% | $9,310-90.8% | $5,306-83.8% |