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 | $14,399 | $82,678-82.6% | $125,391-88.5% | $68,490-79.0% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | -17.08% | -5.97%-11.1pp | 572.41%-589.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $2,687 | $3,382-20.6% | $4,816-44.2% | $2,597+3.5% |
| Participant deferral / active EE | $4,669 | $6,111-23.6% | $7,448-37.3% | $4,028+15.9% |
| Admin fee / account holder | $1,076 | $6,277-82.9% | $10,009-89.2% | $5,403-80.1% |