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 | $3,827 | $129,737-97.0% | $119,126-96.8% | $154,746-97.5% |
| Participation rate | 89.5% | 78.9%+10.6pp | 75.8%+13.7pp | 80.7%+8.8pp |
| Annual return | 23.42% | 379.08%-355.7pp | 282.11%-258.7pp | 172.34%-148.9pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,203 | $5,842-62.3% | $5,318-58.6% | $6,730-67.3% |
| Admin fee / account holder | $1,069 | $11,961-91.1% | $10,693-90.0% | $14,365-92.6% |