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 | $3,378 | $201,372-98.3% | $184,260-98.2% | $145,884-97.7% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 0.00% | 29.04%-29.0pp | 28.84%-28.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,527 | $7,024-78.3% | $6,427-76.2% | $4,662-67.2% |
| Participant deferral / active EE | $1,918 | $9,808-80.4% | $9,133-79.0% | $6,690-71.3% |
| Admin fee / account holder | $330 | $16,362-98.0% | $13,898-97.6% | $13,392-97.5% |