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 | $7,466 | $125,237-94.0% | $105,608-92.9% | $145,877-94.9% |
| Participation rate | 82.4% | 77.7%+4.7pp | 75.3%+7.1pp | 80.3%+2.1pp |
| Annual return | 9.63% | 225.76%-216.1pp | 116.50%-106.9pp | 551.28%-541.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,424 | $5,711-57.6% | $5,010-51.6% | $6,691-63.8% |
| Admin fee / account holder | $578 | $17,287-96.7% | $11,028-94.8% | $13,402-95.7% |