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 | $21,540 | $209,425-89.7% | $178,499-87.9% | $158,966-86.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.75% | 188.80%-174.0pp | 151.10%-136.4pp | 302.95%-288.2pp |
| Employer contribution / active EE | $6,545 | $5,707+14.7% | $5,011+30.6% | $4,762+37.4% |
| Participant deferral / active EE | $4,876 | $5,955-18.1% | $5,202-6.3% | $5,983-18.5% |
| Admin fee / account holder | $470 | $17,078-97.2% | $13,986-96.6% | $11,250-95.8% |