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.)
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 | $5,095 | $183,516-97.2% | $155,534-96.7% | $145,884-96.5% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 0.13% | 61.43%-61.3pp | 64.92%-64.8pp | 551.85%-551.7pp |
| Employer contribution / active EE | $1,064 | $5,315-80.0% | $4,675-77.2% | $4,662-77.2% |
| Participant deferral / active EE | $1,896 | $6,467-70.7% | $5,630-66.3% | $6,690-71.7% |
| Admin fee / account holder | $840 | $19,293-95.6% | $15,900-94.7% | $13,392-93.7% |