Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,034 | $110,083-81.8% | $151,645-86.8% | $68,490-70.7% |
| Participation rate | 86.5% | 84.0%+2.5pp | 87.5%-1.0pp | 67.9%+18.6pp |
| Annual return | -16.47% | -10.12%-6.4pp | 3.34%-19.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,033 | $6,526-22.9% | $8,363-39.8% | $4,028+25.0% |
| Admin fee / account holder | $886 | $7,718-88.5% | $11,614-92.4% | $5,403-83.6% |