Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,269 | $93,345-77.2% | $119,126-82.1% | $87,485-75.7% |
| Participation rate | 81.1% | 68.7%+12.3pp | 75.8%+5.3pp | 68.9%+12.1pp |
| Annual return | 17.46% | 19.08%-1.6pp | 282.11%-264.7pp | 26.06%-8.6pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,834 | $4,099+17.9% | $5,318-9.1% | $4,274+13.1% |
| Admin fee / account holder | $533 | $8,039-93.4% | $10,693-95.0% | $7,775-93.1% |