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 | $3,769 | $45,123-91.6% | $85,240-95.6% | $74,478-94.9% |
| Participation rate | 84.4% | 49.4%+35.1pp | 67.5%+16.9pp | 67.2%+17.2pp |
| Annual return | 68.53% | 26.32%+42.2pp | 66.75%+1.8pp | 1370.56%-1302.0pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,049 | $2,736+11.4% | $4,527-32.7% | $4,350-29.9% |
| Admin fee / account holder | $595 | $2,215-73.1% | $6,165-90.3% | $1,946-69.4% |