Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,917 | $93,589-83.0% | $135,942-88.3% | $75,181-78.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 176.53% | 30.90%+145.6pp | 68.28%+108.3pp | 160.69%+15.8pp |
| Employer contribution / active EE | $3,731 | $3,537+5.5% | $4,858-23.2% | $2,671+39.7% |
| Participant deferral / active EE | $6,188 | $6,405-3.4% | $7,759-20.2% | $4,126+50.0% |
| Admin fee / account holder | $657 | $6,977-90.6% | $10,764-93.9% | $5,650-88.4% |