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 | $9,505 | $85,171-88.8% | $172,753-94.5% | $72,976-87.0% |
| Participation rate | 76.0% | 70.1%+5.9pp | 82.6%-6.6pp | 69.5%+6.5pp |
| Annual return | 62.84% | 27.32%+35.5pp | 803.00%-740.2pp | 81.02%-18.2pp |
| Employer contribution / active EE | $1,522 | $3,324-54.2% | $5,144-70.4% | $2,440-37.6% |
| Participant deferral / active EE | $3,328 | $3,260+2.1% | $5,198-36.0% | $3,608-7.7% |
| Admin fee / account holder | $822 | $5,880-86.0% | $13,956-94.1% | $5,124-84.0% |