Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,245 | $68,996-88.1% | $159,991-94.8% | $68,495-88.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -17.66% | -9.65%-8.0pp | 408.82%-426.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,945 | $2,212-12.1% | $4,225-54.0% | $2,596-25.1% |
| Participant deferral / active EE | $2,217 | $4,211-47.3% | $6,183-64.1% | $4,028-44.9% |
| Admin fee / account holder | $683 | $4,797-85.8% | $8,715-92.2% | $5,403-87.4% |