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 | $6,413 | $102,978-93.8% | $90,287-92.9% | $152,870-95.8% |
| Participation rate | 78.3% | 75.9%+2.4pp | 73.3%+5.0pp | 82.4%-4.2pp |
| Annual return | 0.00% | 95.17%-95.2pp | 78.10%-78.1pp | 345.34%-345.3pp |
| Employer contribution / active EE | $850 | $3,139-72.9% | $2,855-70.2% | $4,763-82.2% |
| Participant deferral / active EE | $1,216 | $4,281-71.6% | $3,885-68.7% | $5,850-79.2% |
| Admin fee / account holder | $5,533 | $6,171-10.3% | $5,351+3.4% | $11,597-52.3% |