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 | $4,539 | $88,672-94.9% | $105,223-95.7% | $82,448-94.5% |
| Participation rate | 74.3% | 67.9%+6.4pp | 75.0%-0.7pp | 68.1%+6.3pp |
| Annual return | 0.00% | 30.86%-30.9pp | 180.65%-180.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $996 | $3,048-67.3% | $3,689-73.0% | $2,551-60.9% |
| Participant deferral / active EE | $1,524 | $4,036-62.2% | $5,072-69.9% | $4,139-63.2% |
| Admin fee / account holder | $374 | $7,146-94.8% | $8,859-95.8% | $7,234-94.8% |