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 | $25,237 | $180,459-86.0% | $154,108-83.6% | $135,380-81.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 100.91% | 888.21%-787.3pp | 735.21%-634.3pp | 519.81%-418.9pp |
| Employer contribution / active EE | $6,070 | $6,035+0.6% | $5,298+14.6% | $4,779+27.0% |
| Participant deferral / active EE | $8,252 | $5,806+42.1% | $5,081+62.4% | $5,609+47.1% |
| Admin fee / account holder | $413 | $16,145-97.4% | $13,411-96.9% | $10,828-96.2% |