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 | $5,982 | $47,479-87.4% | $62,929-90.5% | $82,448-92.7% |
| Participation rate | 80.6% | 66.9%+13.7pp | 73.1%+7.4pp | 68.1%+12.5pp |
| Annual return | 32.48% | 20.34%+12.1pp | 1063.93%-1031.4pp | 41.64%-9.2pp |
| Employer contribution / active EE | $739 | $1,885-60.8% | $2,505-70.5% | $2,551-71.0% |
| Participant deferral / active EE | $1,982 | $2,870-30.9% | $3,888-49.0% | $4,139-52.1% |
| Admin fee / account holder | $939 | $3,804-75.3% | $5,065-81.5% | $7,234-87.0% |