Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $1,479 | $110,039-98.7% | $97,260-98.5% | $145,884-99.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | -66.55% | 244.44%-311.0pp | 75.54%-142.1pp | 551.85%-618.4pp |
| Employer contribution / active EE | $165 | $3,074-94.6% | $2,721-93.9% | $4,662-96.5% |
| Participant deferral / active EE | $1,272 | $4,674-72.8% | $4,262-70.2% | $6,690-81.0% |
| Admin fee / account holder | $301 | $6,204-95.1% | $5,640-94.7% | $13,392-97.8% |