Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,248 | $56,431-83.6% | $130,788-92.9% | $87,485-89.4% |
| Participation rate | 79.8% | 58.9%+20.8pp | 70.1%+9.7pp | 68.9%+10.8pp |
| Annual return | 14.68% | 91.27%-76.6pp | 386.44%-371.8pp | 26.06%-11.4pp |
| Employer contribution / active EE | $748 | $1,549-51.7% | $3,558-79.0% | $2,596-71.2% |
| Participant deferral / active EE | $1,614 | $2,749-41.3% | $4,137-61.0% | $4,274-62.2% |
| Admin fee / account holder | $485 | $4,433-89.1% | $6,673-92.7% | $7,775-93.8% |