Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,950 | $160,070-95.0% | $147,117-94.6% | $145,897-94.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 20.83% | 98.69%-77.9pp | 420.54%-399.7pp | 552.29%-531.5pp |
| Employer contribution / active EE | $1,551 | $5,285-70.7% | $4,932-68.6% | $4,663-66.7% |
| Participant deferral / active EE | $4,782 | $8,419-43.2% | $8,065-40.7% | $6,689-28.5% |
| Admin fee / account holder | $781 | $15,035-94.8% | $12,993-94.0% | $13,390-94.2% |