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 | $16,377 | $110,137-85.1% | $161,149-89.8% | $82,637-80.2% |
| Participation rate | 76.3% | 72.4%+4.0pp | 78.8%-2.5pp | 68.1%+8.3pp |
| Annual return | 61.99% | 20.69%+41.3pp | 21.16%+40.8pp | 53.51%+8.5pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,875 | $4,575-37.1% | $6,153-53.3% | $4,126-30.3% |
| Admin fee / account holder | $758 | $9,467-92.0% | $15,194-95.0% | $7,339-89.7% |