Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,335 | $102,385-76.2% | $147,080-83.5% | $80,935-69.9% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 14.49% | 135.09%-120.6pp | 420.17%-405.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $2,604 | $3,717-29.9% | $4,933-47.2% | $2,757-5.5% |
| Participant deferral / active EE | $6,733 | $6,651+1.2% | $8,066-16.5% | $4,299+56.6% |
| Admin fee / account holder | $1,389 | $7,951-82.5% | $12,989-89.3% | $6,924-79.9% |