Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,475 | $172,111-97.4% | $150,298-97.0% | $137,256-96.7% |
| Participation rate | 82.4% | 81.7%+0.6pp | 77.8%+4.6pp | 80.0%+2.4pp |
| Annual return | 19.09% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,693 | $6,166-72.5% | $5,453-69.0% | $6,407-73.6% |
| Admin fee / account holder | $1,475 | $16,471-91.0% | $14,116-89.6% | $12,270-88.0% |