Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,058 | $160,040-90.0% | $147,096-89.1% | $145,877-89.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.14% | 98.49%-83.4pp | 419.75%-404.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $3,845 | $5,289-27.3% | $4,936-22.1% | $4,663-17.5% |
| Participant deferral / active EE | $7,315 | $8,429-13.2% | $8,071-9.4% | $6,691+9.3% |
| Admin fee / account holder | $4,446 | $15,050-70.5% | $13,005-65.8% | $13,402-66.8% |