Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,909 | $102,382-89.3% | $147,005-92.6% | $80,874-86.5% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.2%+12.8pp | 67.6%+27.3pp |
| Annual return | 30.63% | 134.89%-104.3pp | 418.76%-388.1pp | 35.62%-5.0pp |
| Employer contribution / active EE | $1,605 | $3,715-56.8% | $4,934-67.5% | $2,756-41.8% |
| Participant deferral / active EE | $4,947 | $6,646-25.6% | $8,070-38.7% | $4,297+15.1% |
| Admin fee / account holder | $1,120 | $7,942-85.9% | $13,006-91.4% | $6,935-83.9% |