Sign up free to preview peer percentile detail
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 | $5,394 | $102,595-94.7% | $94,057-94.3% | $154,746-96.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 0.00% | 583.42%-583.4pp | 480.62%-480.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $4,908 | $3,147+55.9% | $2,933+67.3% | $4,379+12.1% |
| Participant deferral / active EE | $1,217 | $5,118-76.2% | $4,709-74.2% | $6,730-81.9% |
| Admin fee / account holder | $402 | $7,736-94.8% | $7,244-94.5% | $14,365-97.2% |