Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,879 | $160,040-93.8% | $147,096-93.3% | $145,877-93.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.97% | 98.49%-88.5pp | 419.75%-409.8pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,710 | $5,289-67.7% | $4,936-65.4% | $4,663-63.3% |
| Participant deferral / active EE | $4,336 | $8,429-48.6% | $8,071-46.3% | $6,691-35.2% |
| Admin fee / account holder | $9,095 | $15,050-39.6% | $13,005-30.1% | $13,402-32.1% |