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 | $4,525 | $78,690-94.2% | $161,489-97.2% | $87,485-94.8% |
| Participation rate | 73.2% | 67.5%+5.7pp | 78.7%-5.5pp | 68.9%+4.3pp |
| Annual return | 203.47% | 32.74%+170.7pp | 89.72%+113.8pp | 26.06%+177.4pp |
| Employer contribution / active EE | $455 | $2,588-82.4% | $4,268-89.3% | $2,596-82.5% |
| Participant deferral / active EE | $1,380 | $3,311-58.3% | $5,630-75.5% | $4,274-67.7% |
| Admin fee / account holder | $754 | $6,724-88.8% | $16,006-95.3% | $7,775-90.3% |