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 | $11,948 | $211,288-94.3% | $178,540-93.3% | $145,884-91.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -5.50% | 30.27%-35.8pp | 27.15%-32.6pp | 551.85%-557.3pp |
| Employer contribution / active EE | $2,450 | $4,574-46.4% | $3,953-38.0% | $4,662-47.5% |
| Participant deferral / active EE | $3,725 | $6,967-46.5% | $6,281-40.7% | $6,690-44.3% |
| Admin fee / account holder | $1,160 | $12,105-90.4% | $10,424-88.9% | $13,392-91.3% |