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 | $11,713 | $49,177-76.2% | $79,467-85.3% | $64,173-81.7% |
| Participation rate | 74.1% | 65.0%+9.0pp | 73.3%+0.7pp | 69.6%+4.5pp |
| Annual return | -6.01% | -1.16%-4.9pp | 718.30%-724.3pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,972 | $2,076-5.0% | $2,800-29.6% | $2,381-17.2% |
| Participant deferral / active EE | $2,904 | $2,821+2.9% | $3,704-21.6% | $3,470-16.3% |
| Admin fee / account holder | $1,934 | $3,839-49.6% | $5,104-62.1% | $4,887-60.4% |