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 | $23,302 | $185,883-87.5% | $170,043-86.3% | $139,466-83.3% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 98.44% | 60.54%+37.9pp | 53.40%+45.0pp | 373.66%-275.2pp |
| Employer contribution / active EE | $6,833 | $7,596-10.0% | $6,790+0.6% | $4,754+43.7% |
| Participant deferral / active EE | $16,821 | $11,626+44.7% | $10,410+61.6% | $6,712+150.6% |
| Admin fee / account holder | $10,614 | $15,393-31.0% | $12,824-17.2% | $11,409-7.0% |