Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,158 | $142,392-90.1% | $119,622-88.2% | $134,532-89.5% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.3%+14.9pp | 81.2%+12.9pp |
| Annual return | -15.34% | -12.46%-2.9pp | -14.98%-0.4pp | 418.27%-433.6pp |
| Employer contribution / active EE | $1,276 | $5,224-75.6% | $4,232-69.9% | $4,741-73.1% |
| Participant deferral / active EE | $3,267 | $6,467-49.5% | $5,601-41.7% | $6,401-49.0% |
| Admin fee / account holder | $2,390 | $13,593-82.4% | $10,328-76.9% | $11,429-79.1% |