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 | $12,916 | $65,555-80.3% | $86,216-85.0% | $75,173-82.8% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 13.92% | 46.07%-32.2pp | 1169.42%-1155.5pp | 160.72%-146.8pp |
| Employer contribution / active EE | $363 | $1,553-76.6% | $2,382-84.8% | $2,671-86.4% |
| Participant deferral / active EE | $1,972 | $3,023-34.8% | $3,986-50.5% | $4,126-52.2% |
| Admin fee / account holder | $505 | $5,469-90.8% | $6,853-92.6% | $5,651-91.1% |