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 | $2,032 | $106,974-98.1% | $90,796-97.8% | $138,895-98.5% |
| Participation rate | 88.2% | 74.9%+13.4pp | 69.5%+18.7pp | 79.9%+8.3pp |
| Annual return | 20.16% | 20.10%+0.1pp | 19.29%+0.9pp | 145.39%-125.2pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,195 | $4,455-73.2% | $3,822-68.7% | $6,396-81.3% |
| Admin fee / account holder | $1,156 | $8,626-86.6% | $7,024-83.5% | $12,562-90.8% |