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 | $15,777 | $161,352-90.2% | $134,172-88.2% | $137,256-88.5% |
| Participation rate | 47.1% | 78.3%-31.2pp | 72.5%-25.4pp | 80.0%-32.9pp |
| Annual return | 19.97% | 28.72%-8.7pp | 25.30%-5.3pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,669 | $4,099-59.3% | $3,420-51.2% | $4,156-59.8% |
| Participant deferral / active EE | $2,297 | $5,552-58.6% | $4,690-51.0% | $6,407-64.1% |
| Admin fee / account holder | $457 | $15,028-97.0% | $12,016-96.2% | $12,270-96.3% |