Sign up free to preview peer percentile detail
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 | $15,506 | $183,539-91.6% | $155,556-90.0% | $145,897-89.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 123.84% | 61.31%+62.5pp | 64.84%+59.0pp | 552.29%-428.5pp |
| Employer contribution / active EE | $3,908 | $5,315-26.5% | $4,675-16.4% | $4,663-16.2% |
| Participant deferral / active EE | $8,282 | $6,467+28.1% | $5,631+47.1% | $6,689+23.8% |
| Admin fee / account holder | $537 | $19,275-97.2% | $15,885-96.6% | $13,390-96.0% |