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 | $4,085 | $88,996-95.4% | $78,004-94.8% | $138,895-97.1% |
| Participation rate | 71.4% | 74.4%-2.9pp | 69.4%+2.0pp | 79.9%-8.5pp |
| Annual return | 21.34% | 28.03%-6.7pp | 31.07%-9.7pp | 145.39%-124.1pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,232 | $4,724-73.9% | $4,092-69.9% | $6,396-80.7% |
| Admin fee / account holder | $383 | $8,807-95.6% | $7,578-94.9% | $12,562-96.9% |