Sign up free to preview peer percentile detail
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 | $970 | $72,071-98.7% | $68,368-98.6% | $137,256-99.3% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.0%+12.9pp |
| Annual return | 27.64% | 353.14%-325.5pp | 292.57%-264.9pp | 220.34%-192.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $711 | $4,410-83.9% | $4,123-82.8% | $6,407-88.9% |
| Admin fee / account holder | $794 | $5,336-85.1% | $5,150-84.6% | $12,270-93.5% |