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 | $1,553 | $48,337-96.8% | $67,560-97.7% | $80,959-98.1% |
| Participation rate | 90.0% | 66.4%+23.6pp | 72.9%+17.1pp | 67.7%+22.3pp |
| Annual return | 14.26% | 18.26%-4.0pp | 3533.50%-3519.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,021 | $2,928-65.1% | $4,004-74.5% | $4,300-76.3% |
| Admin fee / account holder | $424 | $3,695-88.5% | $3,994-89.4% | $6,925-93.9% |