Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,518 | $56,116-88.4% | $135,768-95.2% | $86,983-92.5% |
| Participation rate | 75.9% | 60.1%+15.8pp | 71.1%+4.9pp | 69.5%+6.4pp |
| Annual return | 14.77% | 125.33%-110.6pp | 526.10%-511.3pp | 25.83%-11.1pp |
| Employer contribution / active EE | $329 | $1,528-78.5% | $3,394-90.3% | $2,584-87.3% |
| Participant deferral / active EE | $1,133 | $2,690-57.9% | $3,977-71.5% | $4,194-73.0% |
| Admin fee / account holder | $2,029 | $4,314-53.0% | $7,048-71.2% | $7,856-74.2% |