Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,061 | $82,678-90.2% | $125,391-93.6% | $68,490-88.2% |
| Participation rate | 81.6% | 75.1%+6.6pp | 82.4%-0.8pp | 67.9%+13.7pp |
| Annual return | -12.26% | -5.97%-6.3pp | 572.41%-584.7pp | -7.85%-4.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,843 | $6,111-37.1% | $7,448-48.4% | $4,028-4.6% |
| Admin fee / account holder | $920 | $6,277-85.3% | $10,009-90.8% | $5,403-83.0% |