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 | $10,376 | $77,962-86.7% | $178,540-94.2% | $80,935-87.2% |
| Participation rate | 93.0% | 65.7%+27.3pp | 77.1%+15.9pp | 67.7%+25.3pp |
| Annual return | 14.83% | 18.10%-3.3pp | 27.15%-12.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,308 | $2,280-42.6% | $3,953-66.9% | $2,757-52.5% |
| Participant deferral / active EE | $854 | $4,404-80.6% | $6,281-86.4% | $4,299-80.1% |
| Admin fee / account holder | $571 | $7,156-92.0% | $10,424-94.5% | $6,924-91.8% |