Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,599 | $93,617-81.2% | $135,982-87.1% | $75,177-76.6% |
| Participation rate | 81.8% | 75.2%+6.6pp | 81.9%-0.1pp | 67.2%+14.6pp |
| Annual return | 17.50% | 30.89%-13.4pp | 68.32%-50.8pp | 160.75%-143.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,149 | $6,406-19.6% | $7,760-33.6% | $4,126+24.8% |
| Admin fee / account holder | $5,621 | $6,980-19.5% | $10,767-47.8% | $5,651-0.5% |