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 | $8,115 | $89,259-90.9% | $107,187-92.4% | $82,637-90.2% |
| Participation rate | 92.0% | 67.9%+24.1pp | 75.0%+17.0pp | 68.1%+23.9pp |
| Annual return | 44.12% | 21.02%+23.1pp | 204.55%-160.4pp | 53.51%-9.4pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,896 | $4,037+21.3% | $5,096-3.9% | $4,126+18.6% |
| Admin fee / account holder | $563 | $7,381-92.4% | $9,162-93.9% | $7,339-92.3% |