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 | $18,204 | $72,269-74.8% | $101,271-82.0% | $79,852-77.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 233.73% | 22.29%+211.4pp | 46.48%+187.2pp | 31.72%+202.0pp |
| Employer contribution / active EE | $3,296 | $2,692+22.5% | $3,660-9.9% | $2,471+33.4% |
| Participant deferral / active EE | $2,252 | $3,282-31.4% | $4,371-48.5% | $3,740-39.8% |
| Admin fee / account holder | $1,269 | $4,401-71.2% | $5,948-78.7% | $5,306-76.1% |