Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $2,476 | $63,354-96.1% | $94,105-97.4% | $82,637-97.0% |
| Participation rate | 85.7% | 63.8%+21.9pp | 71.9%+13.8pp | 68.1%+17.7pp |
| Annual return | 24.48% | 34.36%-9.9pp | 204.55%-180.1pp | 53.51%-29.0pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $995 | $2,873-65.4% | $3,881-74.4% | $4,126-75.9% |
| Admin fee / account holder | $531 | $5,073-89.5% | $6,199-91.4% | $7,339-92.8% |