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.)
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 | $7,479 | $160,028-95.3% | $147,080-94.9% | $145,884-94.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 9.45% | 98.60%-89.1pp | 420.17%-410.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,043 | $5,286-80.3% | $4,933-78.9% | $4,662-77.6% |
| Participant deferral / active EE | $2,435 | $8,422-71.1% | $8,066-69.8% | $6,690-63.6% |
| Admin fee / account holder | $506 | $15,030-96.6% | $12,989-96.1% | $13,392-96.2% |