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 | $7,341 | $71,230-89.7% | $93,727-92.2% | $80,959-90.9% |
| Participation rate | 82.8% | 60.4%+22.4pp | 68.7%+14.0pp | 67.7%+15.1pp |
| Annual return | 14.11% | 11.26%+2.9pp | 133.83%-119.7pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,519 | $4,037-37.6% | $4,417-43.0% | $4,300-41.4% |
| Admin fee / account holder | $348 | $6,961-95.0% | $8,292-95.8% | $6,925-95.0% |