Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $7,936 | $160,070-95.0% | $147,117-94.6% | $145,897-94.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -1.27% | 98.69%-100.0pp | 420.54%-421.8pp | 552.29%-553.6pp |
| Employer contribution / active EE | $746 | $5,285-85.9% | $4,932-84.9% | $4,663-84.0% |
| Participant deferral / active EE | $5,833 | $8,419-30.7% | $8,065-27.7% | $6,689-12.8% |
| Admin fee / account holder | $2,333 | $15,035-84.5% | $12,993-82.0% | $13,390-82.6% |