Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,383 | $99,011-90.5% | $86,582-89.2% | $147,586-93.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.01% | 1312.75%-1294.7pp | 965.08%-947.1pp | 578.59%-560.6pp |
| Employer contribution / active EE | $1,561 | $3,132-50.2% | $2,839-45.0% | $4,876-68.0% |
| Participant deferral / active EE | $2,937 | $3,972-26.1% | $3,609-18.6% | $5,439-46.0% |
| Admin fee / account holder | $646 | $5,709-88.7% | $4,904-86.8% | $10,886-94.1% |