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 | $13,068 | $71,215-81.7% | $93,696-86.1% | $80,935-83.9% |
| Participation rate | 81.8% | 60.4%+21.4pp | 68.7%+13.1pp | 67.7%+14.2pp |
| Annual return | 14.10% | 11.27%+2.8pp | 133.74%-119.6pp | 35.66%-21.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,587 | $4,037-11.1% | $4,417-18.8% | $4,299-16.6% |
| Admin fee / account holder | $320 | $6,958-95.4% | $8,287-96.1% | $6,924-95.4% |