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 | $11,647 | $47,977-75.7% | $154,114-92.4% | $56,287-79.3% |
| Participation rate | 96.0% | 66.2%+29.9pp | 83.0%+13.0pp | 69.9%+26.2pp |
| Annual return | 1.38% | 3.54%-2.2pp | 735.16%-733.8pp | -9.96%+11.3pp |
| Employer contribution / active EE | $5,941 | $2,169+173.9% | $5,298+12.1% | $2,111+181.4% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1,691 | $438+285.8% | $13,411-87.4% | $521+224.6% |