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 | $4,941 | $114,119-95.7% | $107,187-95.4% | $138,895-96.4% |
| Participation rate | 78.9% | 78.1%+0.9pp | 75.0%+3.9pp | 79.9%-1.0pp |
| Annual return | 23.20% | 273.21%-250.0pp | 204.55%-181.3pp | 145.39%-122.2pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,494 | $5,538-73.0% | $5,096-70.7% | $6,396-76.6% |
| Admin fee / account holder | $313 | $10,024-96.9% | $9,162-96.6% | $12,562-97.5% |