Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,834 | $160,070-89.5% | $147,117-88.6% | $145,897-88.5% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 13.34% | 98.69%-85.3pp | 420.54%-407.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,450 | $5,285-72.6% | $4,932-70.6% | $4,663-68.9% |
| Participant deferral / active EE | $4,067 | $8,419-51.7% | $8,065-49.6% | $6,689-39.2% |
| Admin fee / account holder | $2,444 | $15,035-83.7% | $12,993-81.2% | $13,390-81.7% |