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 | $11,331 | $201,370-94.4% | $184,256-93.9% | $145,897-92.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 38.10% | 29.05%+9.1pp | 28.85%+9.3pp | 552.29%-514.2pp |
| Employer contribution / active EE | $7,423 | $7,024+5.7% | $6,427+15.5% | $4,663+59.2% |
| Participant deferral / active EE | $2,866 | $9,808-70.8% | $9,133-68.6% | $6,689-57.2% |
| Admin fee / account holder | $2,405 | $16,364-85.3% | $13,899-82.7% | $13,390-82.0% |