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 | $15,719 | $166,131-90.5% | $164,975-90.5% | $145,877-89.2% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 20.36% | 100.37%-80.0pp | 70.12%-49.8pp | 551.28%-530.9pp |
| Employer contribution / active EE | $3,060 | $5,276-42.0% | $4,343-29.5% | $4,663-34.4% |
| Participant deferral / active EE | $4,785 | $6,962-31.3% | $6,033-20.7% | $6,691-28.5% |
| Admin fee / account holder | $567 | $16,648-96.6% | $12,688-95.5% | $13,402-95.8% |