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 | $3,777 | $70,121-94.6% | $63,803-94.1% | $138,895-97.3% |
| Participation rate | 90.0% | 77.2%+12.8pp | 72.7%+17.3pp | 79.9%+10.1pp |
| Annual return | 22.98% | 946.48%-923.5pp | 543.72%-520.7pp | 145.39%-122.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,217 | $4,535-73.2% | $3,843-68.3% | $6,396-81.0% |
| Admin fee / account holder | $504 | $6,738-92.5% | $5,196-90.3% | $12,562-96.0% |