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 | $24,990 | $98,760-74.7% | $149,715-83.3% | $79,858-68.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 67.76% | 27.43%+40.3pp | 276.66%-208.9pp | 31.72%+36.0pp |
| Employer contribution / active EE | $4,539 | $3,217+41.1% | $4,645-2.3% | $2,471+83.7% |
| Participant deferral / active EE | $10,129 | $5,681+78.3% | $6,842+48.0% | $3,740+170.8% |
| Admin fee / account holder | $2,552 | $6,053-57.8% | $9,310-72.6% | $5,306-51.9% |