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 | $2,693 | $56,063-95.2% | $76,051-96.5% | $80,911-96.7% |
| Participation rate | 81.6% | 62.0%+19.6pp | 69.1%+12.6pp | 67.6%+14.0pp |
| Annual return | 17.34% | 20.54%-3.2pp | 360.42%-343.1pp | 35.63%-18.3pp |
| Employer contribution / active EE | $537 | $1,874-71.4% | $2,690-80.1% | $2,756-80.5% |
| Participant deferral / active EE | $1,173 | $3,052-61.6% | $4,257-72.4% | $4,297-72.7% |
| Admin fee / account holder | $1,363 | $5,240-74.0% | $6,416-78.8% | $6,935-80.3% |