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 | $15,634 | $82,678-81.1% | $125,391-87.5% | $68,490-77.2% |
| Participation rate | 70.7% | 75.1%-4.4pp | 82.4%-11.7pp | 67.9%+2.8pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,337 | $3,382-30.9% | $4,816-51.5% | $2,597-10.0% |
| Participant deferral / active EE | $4,067 | $6,111-33.4% | $7,448-45.4% | $4,028+1.0% |
| Admin fee / account holder | $3,310 | $6,277-47.3% | $10,009-66.9% | $5,403-38.7% |