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 | $13,889 | $183,539-92.4% | $155,556-91.1% | $145,897-90.5% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 10.72% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,669 | $5,315-68.6% | $4,675-64.3% | $4,663-64.2% |
| Participant deferral / active EE | $2,131 | $6,467-67.0% | $5,631-62.2% | $6,689-68.1% |
| Admin fee / account holder | $1,016 | $19,275-94.7% | $15,885-93.6% | $13,390-92.4% |