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 | $782 | $49,976-98.4% | $66,674-98.8% | $82,637-99.1% |
| Participation rate | 76.1% | 63.1%+13.0pp | 73.7%+2.4pp | 68.1%+8.0pp |
| Annual return | 25.25% | 39.09%-13.8pp | 321.24%-296.0pp | 53.51%-28.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $799 | $2,847-71.9% | $4,084-80.4% | $4,126-80.6% |
| Admin fee / account holder | $323 | $4,594-93.0% | $5,098-93.7% | $7,339-95.6% |