Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,080 | $87,166-95.3% | $76,735-94.7% | $137,256-97.0% |
| Participation rate | 81.3% | 74.4%+6.9pp | 69.5%+11.8pp | 80.0%+1.3pp |
| Annual return | 25.54% | 26.50%-1.0pp | 29.77%-4.2pp | 220.34%-194.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,507 | $4,726-46.9% | $4,088-38.7% | $6,407-60.9% |
| Admin fee / account holder | $1,362 | $8,403-83.8% | $7,189-81.1% | $12,270-88.9% |