Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $9,171 | $180,462-94.9% | $154,111-94.0% | $135,379-93.2% |
| Participation rate | 81.0% | 87.4%-6.5pp | 83.0%-2.1pp | 82.6%-1.7pp |
| Annual return | -8.29% | 888.17%-896.5pp | 735.18%-743.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $1,546 | $6,036-74.4% | $5,298-70.8% | $4,779-67.7% |
| Participant deferral / active EE | $2,772 | $5,806-52.3% | $5,081-45.4% | $5,609-50.6% |
| Admin fee / account holder | $476 | $16,145-97.1% | $13,411-96.4% | $10,828-95.6% |