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 | $9,543 | $183,516-94.8% | $155,534-93.9% | $145,884-93.5% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 6.45% | 61.43%-55.0pp | 64.92%-58.5pp | 551.85%-545.4pp |
| Employer contribution / active EE | $1,770 | $5,315-66.7% | $4,675-62.1% | $4,662-62.0% |
| Participant deferral / active EE | $1,770 | $6,467-72.6% | $5,630-68.6% | $6,690-73.5% |
| Admin fee / account holder | $901 | $19,293-95.3% | $15,900-94.3% | $13,392-93.3% |