Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,476 | $76,407-95.5% | $150,298-97.7% | $82,448-95.8% |
| Participation rate | 72.9% | 66.4%+6.5pp | 77.8%-4.9pp | 68.1%+4.8pp |
| Annual return | 21.36% | 39.99%-18.6pp | 62.79%-41.4pp | 41.64%-20.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,175 | $3,214-63.4% | $5,453-78.4% | $4,139-71.6% |
| Admin fee / account holder | $402 | $6,352-93.7% | $14,116-97.2% | $7,234-94.4% |