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 | $1,554 | $81,233-98.1% | $155,567-99.0% | $80,874-98.1% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 6.53% | 33.33%-26.8pp | 64.74%-58.2pp | 35.62%-29.1pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $835 | $3,452-75.8% | $5,628-85.2% | $4,297-80.6% |
| Admin fee / account holder | $914 | $7,998-88.6% | $15,916-94.3% | $6,935-86.8% |