Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,318 | $160,070-92.3% | $147,117-91.6% | $145,897-91.6% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 10.60% | 98.69%-88.1pp | 420.54%-409.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,764 | $5,285-66.6% | $4,932-64.2% | $4,663-62.2% |
| Participant deferral / active EE | $3,936 | $8,419-53.3% | $8,065-51.2% | $6,689-41.2% |
| Admin fee / account holder | $317 | $15,035-97.9% | $12,993-97.6% | $13,390-97.6% |