Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,124 | $124,187-90.2% | $108,410-88.8% | $167,518-92.8% |
| Participation rate | 88.9% | 82.3%+6.6pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 16.12% | 1379.80%-1363.7pp | 905.34%-889.2pp | 478.71%-462.6pp |
| Employer contribution / active EE | $1,698 | $4,187-59.4% | $3,558-52.3% | $4,838-64.9% |
| Participant deferral / active EE | $2,974 | $6,908-56.9% | $6,562-54.7% | $6,342-53.1% |
| Admin fee / account holder | $2,340 | $9,456-75.3% | $7,296-67.9% | $12,312-81.0% |