Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $5,808 | $73,546-92.1% | $63,018-90.8% | $147,586-96.1% |
| Participation rate | 86.7% | 77.9%+8.8pp | 74.8%+11.9pp | 82.8%+3.8pp |
| Annual return | 13.82% | 175.56%-161.7pp | 87.62%-73.8pp | 578.59%-564.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,706 | $4,185-59.2% | $3,330-48.8% | $5,439-68.6% |
| Admin fee / account holder | $920 | $5,956-84.6% | $3,601-74.5% | $10,886-91.6% |