Sign up free to preview peer percentile detail
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 | $7,704 | $110,410-93.0% | $102,437-92.5% | $145,897-94.7% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 9.07% | 24.85%-15.8pp | 24.95%-15.9pp | 552.29%-543.2pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,169 | $5,622-25.8% | $5,060-17.6% | $6,689-37.7% |
| Admin fee / account holder | $928 | $9,745-90.5% | $8,388-88.9% | $13,390-93.1% |