Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,639 | $82,678-85.9% | $125,391-90.7% | $68,490-83.0% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -16.91% | -5.97%-10.9pp | 572.41%-589.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,758 | $3,382-48.0% | $4,816-63.5% | $2,597-32.3% |
| Participant deferral / active EE | $3,666 | $6,111-40.0% | $7,448-50.8% | $4,028-9.0% |
| Admin fee / account holder | $1,096 | $6,277-82.5% | $10,009-89.1% | $5,403-79.7% |