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 | $4,975 | $93,117-94.7% | $77,096-93.5% | $134,532-96.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 0.00% | 62.67%-62.7pp | 42.35%-42.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,948 | $3,420-13.8% | $2,814+4.7% | $4,741-37.8% |
| Participant deferral / active EE | $5,650 | $5,241+7.8% | $4,429+27.6% | $6,401-11.7% |
| Admin fee / account holder | $662 | $6,948-90.5% | $5,428-87.8% | $11,429-94.2% |