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 | $9,408 | $180,749-94.8% | $160,784-94.1% | $137,256-93.1% |
| Participation rate | 95.5% | 80.0%+15.5pp | 77.0%+18.5pp | 80.0%+15.5pp |
| Annual return | 31.11% | 2234.46%-2203.4pp | 1803.92%-1772.8pp | 220.34%-189.2pp |
| Employer contribution / active EE | $2,028 | $4,155-51.2% | $3,733-45.7% | $4,156-51.2% |
| Participant deferral / active EE | $4,100 | $6,844-40.1% | $6,293-34.9% | $6,407-36.0% |
| Admin fee / account holder | $1,547 | $10,397-85.1% | $9,717-84.1% | $12,270-87.4% |