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 | $4,916 | $86,940-94.3% | $102,434-95.2% | $80,935-93.9% |
| Participation rate | 75.6% | 72.4%+3.2pp | 76.5%-1.0pp | 67.7%+7.9pp |
| Annual return | 19.90% | 18.89%+1.0pp | 29.46%-9.6pp | 35.66%-15.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,718 | $4,121-34.0% | $5,055-46.2% | $4,299-36.8% |
| Admin fee / account holder | $645 | $8,047-92.0% | $9,462-93.2% | $6,924-90.7% |