Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,013 | $95,406-92.6% | $185,849-96.2% | $85,847-91.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.81% | 23.59%-11.8pp | 122.10%-110.3pp | 318.61%-306.8pp |
| Employer contribution / active EE | $2,044 | $3,314-38.3% | $5,169-60.5% | $2,565-20.3% |
| Participant deferral / active EE | $1,455 | $3,424-57.5% | $5,569-73.9% | $3,952-63.2% |
| Admin fee / account holder | $2,754 | $7,214-61.8% | $16,244-83.0% | $6,261-56.0% |