Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,983 | $108,942-89.9% | $100,415-89.1% | $145,897-92.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.67% | 58.27%-42.6pp | 49.47%-33.8pp | 552.29%-536.6pp |
| Employer contribution / active EE | $2,346 | $4,422-46.9% | $3,943-40.5% | $4,663-49.7% |
| Participant deferral / active EE | $6,115 | $8,461-27.7% | $8,091-24.4% | $6,689-8.6% |
| Admin fee / account holder | $1,288 | $9,702-86.7% | $7,906-83.7% | $13,390-90.4% |