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.)
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 | $7,670 | $114,119-93.3% | $107,187-92.8% | $138,895-94.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 28.53% | 273.21%-244.7pp | 204.55%-176.0pp | 145.39%-116.9pp |
| Employer contribution / active EE | $210 | $4,059-94.8% | $3,782-94.4% | $4,194-95.0% |
| Participant deferral / active EE | $3,512 | $5,538-36.6% | $5,096-31.1% | $6,396-45.1% |
| Admin fee / account holder | $594 | $10,024-94.1% | $9,162-93.5% | $12,562-95.3% |