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.
Sign up free to preview 1 actuary disclosure
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $775,681 | $281,394+175.7% | $270,125+187.2% | $350,051+121.6% |
| Participation rate | 100.0% | 44.3%+55.7pp | 35.7%+64.3pp | 44.5%+55.5pp |
| Annual return | -14.01% | -41.92%+27.9pp | -38.86%+24.9pp | -14.65%+0.6pp |
| Employer contribution / active EE | $25,000 | $40,095-37.6% | $37,752-33.8% | $46,321-46.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $7,154 | $15,763-54.6% | $16,942-57.8% | $14,582-50.9% |