Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,468 | $58,627-92.4% | $76,735-94.2% | $82,448-94.6% |
| Participation rate | 91.4% | 63.2%+28.2pp | 69.5%+21.9pp | 68.1%+23.4pp |
| Annual return | 16.55% | 39.10%-22.6pp | 29.77%-13.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,515 | $3,134-51.7% | $4,088-62.9% | $4,139-63.4% |
| Admin fee / account holder | $1,556 | $5,323-70.8% | $7,189-78.4% | $7,234-78.5% |