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 | $1,250 | $29,733-95.8% | $56,025-97.8% | $80,959-98.5% |
| Participation rate | 80.5% | 41.7%+38.8pp | 52.5%+28.0pp | 67.7%+12.9pp |
| Annual return | 13.39% | 35.28%-21.9pp | 1712.69%-1699.3pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $783 | $1,229-36.3% | $1,955-59.9% | $4,300-81.8% |
| Admin fee / account holder | $304 | $2,434-87.5% | $2,828-89.3% | $6,925-95.6% |