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 | $4,664 | $70,684-93.4% | $169,397-97.2% | $75,177-93.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 14.90% | 36.38%-21.5pp | 406.23%-391.3pp | 160.75%-145.9pp |
| Employer contribution / active EE | $1,265 | $2,211-42.8% | $4,013-68.5% | $2,671-52.6% |
| Participant deferral / active EE | $2,085 | $4,310-51.6% | $6,223-66.5% | $4,126-49.5% |
| Admin fee / account holder | $661 | $5,404-87.8% | $9,017-92.7% | $5,651-88.3% |