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 | $8,680 | $94,031-90.8% | $115,768-92.5% | $82,448-89.5% |
| Participation rate | 83.8% | 70.4%+13.4pp | 74.4%+9.4pp | 68.1%+15.7pp |
| Annual return | 22.63% | 20.61%+2.0pp | 100.46%-77.8pp | 41.64%-19.0pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,894 | $3,972-52.3% | $4,917-61.5% | $4,139-54.2% |
| Admin fee / account holder | $529 | $10,249-94.8% | $12,439-95.7% | $7,234-92.7% |