Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,517 | $95,979-87.0% | $74,551-83.2% | $135,380-90.8% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -8.06% | 56.97%-65.0pp | 32.53%-40.6pp | 519.81%-527.9pp |
| Employer contribution / active EE | $4,903 | $2,716+80.5% | $1,961+150.0% | $4,779+2.6% |
| Participant deferral / active EE | $1,661 | $3,844-56.8% | $3,108-46.6% | $5,609-70.4% |
| Admin fee / account holder | $2,431 | $6,522-62.7% | $5,059-51.9% | $10,828-77.5% |