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 | $14,164 | $102,382-86.2% | $147,005-90.4% | $80,874-82.5% |
| Participation rate | 83.7% | 75.8%+7.9pp | 82.2%+1.6pp | 67.6%+16.1pp |
| Annual return | 19.53% | 134.89%-115.4pp | 418.76%-399.2pp | 35.62%-16.1pp |
| Employer contribution / active EE | $2,209 | $3,715-40.5% | $4,934-55.2% | $2,756-19.8% |
| Participant deferral / active EE | $4,414 | $6,646-33.6% | $8,070-45.3% | $4,297+2.7% |
| Admin fee / account holder | $1,490 | $7,942-81.2% | $13,006-88.5% | $6,935-78.5% |