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 | $6,065 | $58,311-89.6% | $81,882-92.6% | $80,959-92.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.48% | 41.85%-30.4pp | 779.47%-768.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,445 | $2,347-38.4% | $2,916-50.5% | $2,757-47.6% |
| Participant deferral / active EE | $2,733 | $3,287-16.9% | $4,323-36.8% | $4,300-36.5% |
| Admin fee / account holder | $474 | $4,752-90.0% | $7,360-93.6% | $6,925-93.1% |