Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,634 | $178,174-89.5% | $156,181-88.1% | $137,256-86.4% |
| Participation rate | 78.9% | 82.0%-3.1pp | 78.8%+0.1pp | 80.0%-1.0pp |
| Annual return | 14.42% | 84.19%-69.8pp | 64.87%-50.5pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,637 | $6,888-61.7% | $6,132-57.0% | $6,407-58.8% |
| Admin fee / account holder | $1,195 | $17,404-93.1% | $14,586-91.8% | $12,270-90.3% |