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 | $8,306 | $183,539-95.5% | $155,556-94.7% | $145,897-94.3% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 11.80% | 61.31%-49.5pp | 64.84%-53.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,172 | $5,315-59.1% | $4,675-53.5% | $4,663-53.4% |
| Participant deferral / active EE | $1,538 | $6,467-76.2% | $5,631-72.7% | $6,689-77.0% |
| Admin fee / account holder | $3,797 | $19,275-80.3% | $15,885-76.1% | $13,390-71.6% |