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 | $13,499 | $110,240-87.8% | $96,544-86.0% | $139,487-90.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 150.06% | 26.41%+123.6pp | 25.88%+124.2pp | 373.84%-223.8pp |
| Employer contribution / active EE | $4,316 | $3,622+19.2% | $2,966+45.5% | $4,755-9.2% |
| Participant deferral / active EE | $13,073 | $5,549+135.6% | $4,851+169.5% | $6,713+94.8% |
| Admin fee / account holder | $1,152 | $11,602-90.1% | $8,254-86.0% | $11,407-89.9% |