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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,501 | $102,429-93.7% | $147,096-95.6% | $80,925-92.0% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 8.00% | 135.02%-127.0pp | 419.75%-411.7pp | 35.65%-27.6pp |
| Employer contribution / active EE | $1,548 | $3,716-58.3% | $4,936-68.6% | $2,756-43.8% |
| Participant deferral / active EE | $770 | $6,649-88.4% | $8,071-90.5% | $4,299-82.1% |
| Admin fee / account holder | $377 | $7,957-95.3% | $13,005-97.1% | $6,940-94.6% |