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 | $6,399 | $211,288-97.0% | $178,540-96.4% | $145,884-95.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 15.95% | 30.27%-14.3pp | 27.15%-11.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $1,085 | $4,574-76.3% | $3,953-72.6% | $4,662-76.7% |
| Participant deferral / active EE | $1,186 | $6,967-83.0% | $6,281-81.1% | $6,690-82.3% |
| Admin fee / account holder | $390 | $12,105-96.8% | $10,424-96.3% | $13,392-97.1% |