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 | $1,222 | $72,071-98.3% | $68,368-98.2% | $137,256-99.1% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | -10.99% | 353.14%-364.1pp | 292.57%-303.6pp | 220.34%-231.3pp |
| Employer contribution / active EE | $416 | $2,788-85.1% | $2,649-84.3% | $4,156-90.0% |
| Participant deferral / active EE | $423 | $4,410-90.4% | $4,123-89.7% | $6,407-93.4% |
| Admin fee / account holder | $482 | $5,336-91.0% | $5,150-90.6% | $12,270-96.1% |