Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,492 | $166,268-91.3% | $165,100-91.2% | $145,897-90.1% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.6%+3.7pp | 80.3%+2.0pp |
| Annual return | 11.61% | 100.52%-88.9pp | 70.21%-58.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,888 | $5,284-64.3% | $4,348-56.6% | $4,663-59.5% |
| Participant deferral / active EE | $3,018 | $6,964-56.7% | $6,035-50.0% | $6,689-54.9% |
| Admin fee / account holder | $1,390 | $16,659-91.7% | $12,696-89.0% | $13,390-89.6% |