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 | $1,230 | $81,358-98.5% | $155,556-99.2% | $80,959-98.5% |
| Participation rate | 76.0% | 66.3%+9.7pp | 78.2%-2.2pp | 67.7%+8.3pp |
| Annual return | -276.33% | 33.39%-309.7pp | 64.84%-341.2pp | 35.67%-312.0pp |
| Employer contribution / active EE | $88 | $3,106-97.2% | $4,675-98.1% | $2,757-96.8% |
| Participant deferral / active EE | $1,030 | $3,455-70.2% | $5,631-81.7% | $4,300-76.1% |
| Admin fee / account holder | $322 | $7,994-96.0% | $15,885-98.0% | $6,925-95.4% |