Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,836 | $76,368-95.0% | $67,681-94.3% | $154,746-97.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 24.92% | 1066.77%-1041.9pp | 590.58%-565.7pp | 172.34%-147.4pp |
| Employer contribution / active EE | $469 | $3,151-85.1% | $2,678-82.5% | $4,379-89.3% |
| Participant deferral / active EE | $1,950 | $4,824-59.6% | $3,976-50.9% | $6,730-71.0% |
| Admin fee / account holder | $506 | $8,559-94.1% | $6,100-91.7% | $14,365-96.5% |