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 | $5,141 | $103,164-95.0% | $90,259-94.3% | $154,746-96.7% |
| Participation rate | 90.0% | 76.1%+13.9pp | 70.7%+19.3pp | 80.7%+9.3pp |
| Annual return | 20.98% | 19.25%+1.7pp | 18.88%+2.1pp | 172.34%-151.4pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,063 | $4,422-53.3% | $3,827-46.1% | $6,730-69.4% |
| Admin fee / account holder | $843 | $8,593-90.2% | $7,267-88.4% | $14,365-94.1% |