Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,149 | $129,737-92.2% | $119,126-91.5% | $154,746-93.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 28.08% | 379.08%-351.0pp | 282.11%-254.0pp | 172.34%-144.3pp |
| Employer contribution / active EE | $2,119 | $4,375-51.6% | $4,034-47.5% | $4,379-51.6% |
| Participant deferral / active EE | $2,458 | $5,842-57.9% | $5,318-53.8% | $6,730-63.5% |
| Admin fee / account holder | $994 | $11,961-91.7% | $10,693-90.7% | $14,365-93.1% |