Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,311 | $144,124-85.9% | $117,857-82.8% | $147,585-86.2% |
| Participation rate | 95.2% | 83.4%+11.8pp | 79.7%+15.6pp | 82.8%+12.4pp |
| Annual return | 12.04% | 531.17%-519.1pp | 335.09%-323.0pp | 578.57%-566.5pp |
| Employer contribution / active EE | $2,436 | $4,897-50.2% | $3,786-35.7% | $4,876-50.0% |
| Participant deferral / active EE | $2,000 | $5,316-62.4% | $4,482-55.4% | $5,439-63.2% |
| Admin fee / account holder | $1,618 | $10,886-85.1% | $8,020-79.8% | $10,885-85.1% |