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 | $18,657 | $81,870-77.2% | $119,634-84.4% | $68,490-72.8% |
| Participation rate | 81.8% | 71.9%+9.9pp | 79.3%+2.6pp | 67.9%+13.9pp |
| Annual return | -2.59% | -23.82%+21.2pp | -14.98%+12.4pp | -7.85%+5.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,661 | $4,148+12.4% | $5,601-16.8% | $4,028+15.7% |
| Admin fee / account holder | $408 | $6,583-93.8% | $10,329-96.1% | $5,403-92.5% |