Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,166 | $183,592-92.3% | $155,574-90.9% | $145,877-90.3% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 43.02% | 61.37%-18.4pp | 64.87%-21.8pp | 551.28%-508.3pp |
| Employer contribution / active EE | $1,104 | $5,317-79.2% | $4,676-76.4% | $4,663-76.3% |
| Participant deferral / active EE | $1,787 | $6,466-72.4% | $5,629-68.3% | $6,691-73.3% |
| Admin fee / account holder | $500 | $19,316-97.4% | $15,914-96.9% | $13,402-96.3% |