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 | $5,723 | $57,140-90.0% | $85,240-93.3% | $80,959-92.9% |
| Participation rate | 85.7% | 56.4%+29.3pp | 67.5%+18.2pp | 67.7%+18.0pp |
| Annual return | 36.98% | 21.71%+15.3pp | 66.75%-29.8pp | 35.67%+1.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,338 | $3,115-24.9% | $4,527-48.4% | $4,300-45.6% |
| Admin fee / account holder | $658 | $4,992-86.8% | $6,165-89.3% | $6,925-90.5% |