Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $30,434 | $171,867-82.3% | $149,721-79.7% | $147,586-79.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.39% | 2113.36%-2097.0pp | 1501.67%-1485.3pp | 578.59%-562.2pp |
| Employer contribution / active EE | $1,488 | $6,275-76.3% | $5,444-72.7% | $4,876-69.5% |
| Participant deferral / active EE | $3,203 | $7,270-55.9% | $6,568-51.2% | $5,439-41.1% |
| Admin fee / account holder | $2,398 | $13,799-82.6% | $11,282-78.7% | $10,886-78.0% |