Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,412 | $61,125-92.8% | $94,057-95.3% | $87,485-95.0% |
| Participation rate | 71.4% | 64.1%+7.4pp | 73.3%-1.9pp | 68.9%+2.5pp |
| Annual return | 17.35% | 35.20%-17.8pp | 480.62%-463.3pp | 26.06%-8.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,712 | $3,260-47.5% | $4,709-63.6% | $4,274-59.9% |
| Admin fee / account holder | $1,763 | $5,629-68.7% | $7,244-75.7% | $7,775-77.3% |