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 | $2,195 | $58,311-96.2% | $81,882-97.3% | $80,959-97.3% |
| Participation rate | 82.1% | 63.5%+18.7pp | 72.4%+9.8pp | 67.7%+14.5pp |
| Annual return | 16.10% | 41.85%-25.8pp | 779.47%-763.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $546 | $2,347-76.7% | $2,916-81.3% | $2,757-80.2% |
| Participant deferral / active EE | $1,033 | $3,287-68.6% | $4,323-76.1% | $4,300-76.0% |
| Admin fee / account holder | $374 | $4,752-92.1% | $7,360-94.9% | $6,925-94.6% |