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 | $2,632 | $123,859-97.9% | $69,632-96.2% | $145,897-98.2% |
| Participation rate | 83.3% | 69.2%+14.1pp | 66.4%+16.9pp | 80.3%+3.0pp |
| Annual return | 15.86% | 192.49%-176.6pp | 101.32%-85.5pp | 552.29%-536.4pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,708-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,401 | $4,242-67.0% | $2,889-51.5% | $6,689-79.1% |
| Admin fee / account holder | $1,104 | $7,817-85.9% | $4,695-76.5% | $13,390-91.8% |