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 | $10,072 | $106,524-90.5% | $152,301-93.4% | $87,485-88.5% |
| Participation rate | 76.9% | 75.8%+1.2pp | 82.4%-5.5pp | 68.9%+8.0pp |
| Annual return | 22.94% | 26.89%-4.0pp | 80.50%-57.6pp | 26.06%-3.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,076 | $6,525-37.5% | $8,004-49.1% | $4,274-4.6% |
| Admin fee / account holder | $378 | $8,287-95.4% | $14,398-97.4% | $7,775-95.1% |