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 | $5,207 | $53,127-90.2% | $86,597-94.0% | $70,131-92.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 52.88% | 27.66%+25.2pp | 964.96%-912.1pp | 73.14%-20.3pp |
| Employer contribution / active EE | $1,228 | $2,068-40.6% | $2,840-56.7% | $2,342-47.6% |
| Participant deferral / active EE | $1,584 | $2,696-41.2% | $3,609-56.1% | $3,332-52.4% |
| Admin fee / account holder | $397 | $3,585-88.9% | $4,906-91.9% | $4,645-91.5% |