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 | $12,854 | $148,623-91.4% | $135,974-90.5% | $139,466-90.8% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.7pp | 80.3%+6.3pp |
| Annual return | 121.96% | 79.30%+42.7pp | 68.30%+53.7pp | 373.66%-251.7pp |
| Employer contribution / active EE | $3,388 | $5,246-35.4% | $4,859-30.3% | $4,754-28.7% |
| Participant deferral / active EE | $6,639 | $8,103-18.1% | $7,760-14.4% | $6,712-1.1% |
| Admin fee / account holder | $465 | $12,406-96.3% | $10,767-95.7% | $11,409-95.9% |