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 | $7,663 | $49,897-84.6% | $80,648-90.5% | $75,177-89.8% |
| Participation rate | 84.8% | 55.3%+29.5pp | 67.0%+17.8pp | 67.2%+17.6pp |
| Annual return | 23.33% | 34.68%-11.3pp | 937.21%-913.9pp | 160.75%-137.4pp |
| Employer contribution / active EE | $1,515 | $1,699-10.8% | $2,724-44.4% | $2,671-43.3% |
| Participant deferral / active EE | $1,868 | $2,992-37.6% | $4,443-58.0% | $4,126-54.7% |
| Admin fee / account holder | $1,021 | $3,579-71.5% | $5,382-81.0% | $5,651-81.9% |