Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,158 | $82,674-80.5% | $125,363-87.1% | $68,495-76.4% |
| Participation rate | 96.9% | 75.0%+21.9pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -12.82% | -5.97%-6.9pp | 572.15%-585.0pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,683 | $3,382-50.2% | $4,815-65.0% | $2,596-35.2% |
| Participant deferral / active EE | $4,522 | $6,111-26.0% | $7,447-39.3% | $4,028+12.3% |
| Admin fee / account holder | $2,787 | $6,276-55.6% | $10,005-72.1% | $5,403-48.4% |