Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $970 | $34,932-97.2% | $56,441-98.3% | $74,546-98.7% |
| Participation rate | 74.9% | 32.9%+42.0pp | 52.5%+22.4pp | 67.2%+7.7pp |
| Annual return | 26.92% | 24.90%+2.0pp | 1704.21%-1677.3pp | 1366.03%-1339.1pp |
| Employer contribution / active EE | $225 | $608-63.1% | $1,039-78.4% | $2,624-91.4% |
| Participant deferral / active EE | $761 | $1,173-35.1% | $1,953-61.0% | $4,347-82.5% |
| Admin fee / account holder | $308 | $2,359-87.0% | $2,829-89.1% | $1,944-84.2% |