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.)
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 | $1,526 | $100,970-98.5% | $96,576-98.4% | $137,256-98.9% |
| Participation rate | 71.4% | 82.6%-11.2pp | 81.4%-10.0pp | 80.0%-8.5pp |
| Annual return | 10.07% | 38.16%-28.1pp | 38.47%-28.4pp | 220.34%-210.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,506 | $8,286-81.8% | $7,956-81.1% | $6,407-76.5% |
| Admin fee / account holder | $1,017 | $11,312-91.0% | $11,381-91.1% | $12,270-91.7% |