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 | $6,024 | $76,368-92.1% | $67,681-91.1% | $154,746-96.1% |
| Participation rate | 86.7% | 79.0%+7.7pp | 73.7%+12.9pp | 80.7%+6.0pp |
| Annual return | 19.85% | 1066.77%-1046.9pp | 590.58%-570.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $816 | $3,151-74.1% | $2,678-69.5% | $4,379-81.4% |
| Participant deferral / active EE | $1,115 | $4,824-76.9% | $3,976-72.0% | $6,730-83.4% |
| Admin fee / account holder | $969 | $8,559-88.7% | $6,100-84.1% | $14,365-93.3% |