Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,337 | $80,812-84.7% | $160,784-92.3% | $82,448-85.0% |
| Participation rate | 81.3% | 66.2%+15.0pp | 77.0%+4.3pp | 68.1%+13.2pp |
| Annual return | 17.99% | 100.59%-82.6pp | 1803.92%-1785.9pp | 41.64%-23.6pp |
| Employer contribution / active EE | $635 | $2,174-70.8% | $3,733-83.0% | $2,551-75.1% |
| Participant deferral / active EE | $2,184 | $4,335-49.6% | $6,293-65.3% | $4,139-47.2% |
| Admin fee / account holder | $1,512 | $7,695-80.4% | $9,717-84.4% | $7,234-79.1% |