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 | $3,363 | $84,953-96.0% | $163,379-97.9% | $82,637-95.9% |
| Participation rate | 93.3% | 65.9%+27.4pp | 76.8%+16.5pp | 68.1%+25.3pp |
| Annual return | 21.84% | 23.07%-1.2pp | 63.41%-41.6pp | 53.51%-31.7pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,700 | $4,326-60.7% | $6,282-72.9% | $4,126-58.8% |
| Admin fee / account holder | $1,529 | $7,921-80.7% | $9,818-84.4% | $7,339-79.2% |