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 | $1,926 | $100,139-98.1% | $85,187-97.7% | $145,884-98.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.65% | 84.15%-71.5pp | 66.67%-54.0pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,015 | $3,238-68.6% | $2,732-62.8% | $4,662-78.2% |
| Participant deferral / active EE | $1,094 | $5,296-79.3% | $4,525-75.8% | $6,690-83.7% |
| Admin fee / account holder | $705 | $7,262-90.3% | $6,162-88.6% | $13,392-94.7% |