Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,818 | $81,358-90.4% | $155,556-95.0% | $80,959-90.3% |
| Participation rate | 93.6% | 66.3%+27.4pp | 78.2%+15.4pp | 67.7%+25.9pp |
| Annual return | 11.30% | 33.39%-22.1pp | 64.84%-53.5pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,734 | $3,455-49.8% | $5,631-69.2% | $4,300-59.7% |
| Admin fee / account holder | $817 | $7,994-89.8% | $15,885-94.9% | $6,925-88.2% |