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 | $4,158 | $154,754-97.3% | $124,206-96.7% | $138,895-97.0% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.6%+16.1pp | 79.9%+5.8pp |
| Annual return | 22.13% | 709.28%-687.1pp | 515.27%-493.1pp | 145.39%-123.3pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,275 | $4,621-50.8% | $3,968-42.7% | $6,396-64.4% |
| Admin fee / account holder | $841 | $6,690-87.4% | $5,929-85.8% | $12,562-93.3% |