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 | $20,302 | $166,242-87.8% | $165,071-87.7% | $145,884-86.1% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 10.96% | 100.44%-89.5pp | 70.17%-59.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $2,593 | $5,283-50.9% | $4,347-40.4% | $4,662-44.4% |
| Participant deferral / active EE | $4,491 | $6,964-35.5% | $6,035-25.6% | $6,690-32.9% |
| Admin fee / account holder | $1,840 | $16,658-89.0% | $12,695-85.5% | $13,392-86.3% |