Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,101 | $102,422-87.2% | $147,117-91.1% | $80,959-83.8% |
| Participation rate | 73.7% | 75.9%-2.2pp | 82.2%-8.5pp | 67.7%+6.0pp |
| Annual return | 14.69% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,420 | $3,717-61.8% | $4,932-71.2% | $2,757-48.5% |
| Participant deferral / active EE | $2,699 | $6,652-59.4% | $8,065-66.5% | $4,300-37.2% |
| Admin fee / account holder | $866 | $7,953-89.1% | $12,993-93.3% | $6,925-87.5% |