Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,514 | $58,848-90.6% | $88,179-93.7% | $82,637-93.3% |
| Participation rate | 82.8% | 57.9%+24.9pp | 69.1%+13.6pp | 68.1%+14.7pp |
| Annual return | 19.02% | 22.76%-3.7pp | 64.97%-45.9pp | 53.51%-34.5pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,302 | $3,124-58.3% | $4,614-71.8% | $4,126-68.4% |
| Admin fee / account holder | $349 | $4,795-92.7% | $7,673-95.5% | $7,339-95.2% |