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 | $5,950 | $71,197-91.6% | $93,669-93.6% | $80,925-92.6% |
| Participation rate | 78.4% | 60.4%+18.0pp | 68.7%+9.7pp | 67.7%+10.7pp |
| Annual return | 16.67% | 11.27%+5.4pp | 133.59%-116.9pp | 35.65%-19.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,785 | $4,036-55.8% | $4,416-59.6% | $4,299-58.5% |
| Admin fee / account holder | $398 | $6,959-94.3% | $8,291-95.2% | $6,940-94.3% |