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 | $9,065 | $108,922-91.7% | $100,398-91.0% | $145,978-93.8% |
| Participation rate | 73.3% | 83.0%-9.6pp | 81.5%-8.2pp | 80.3%-7.0pp |
| Annual return | 18.31% | 58.04%-39.7pp | 49.32%-31.0pp | 550.52%-532.2pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,422 | $8,450-47.7% | $8,084-45.3% | $6,690-33.9% |
| Admin fee / account holder | $933 | $9,680-90.4% | $7,893-88.2% | $13,400-93.0% |