Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $3,267 | $81,358-96.0% | $155,556-97.9% | $80,959-96.0% |
| Participation rate | 67.7% | 66.3%+1.5pp | 78.2%-10.5pp | 67.7%+0.1pp |
| Annual return | 13.98% | 33.39%-19.4pp | 64.84%-50.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,642 | $3,455-52.5% | $5,631-70.8% | $4,300-61.8% |
| Admin fee / account holder | $586 | $7,994-92.7% | $15,885-96.3% | $6,925-91.5% |