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 | $160,040-95.0% | $147,096-94.6% | $145,877-94.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -1.27% | 98.49%-99.8pp | 419.75%-421.0pp | 551.28%-552.6pp |
| Employer contribution / active EE | $746 | $5,289-85.9% | $4,936-84.9% | $4,663-84.0% |
| Participant deferral / active EE | $5,833 | $8,429-30.8% | $8,071-27.7% | $6,691-12.8% |
| Admin fee / account holder | $2,333 | $15,050-84.5% | $13,005-82.1% | $13,402-82.6% |