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 | $9,286 | $81,331-88.6% | $155,534-94.0% | $80,935-88.5% |
| Participation rate | 68.0% | 66.3%+1.7pp | 78.2%-10.2pp | 67.7%+0.3pp |
| Annual return | 20.42% | 33.37%-12.9pp | 64.92%-44.5pp | 35.66%-15.2pp |
| Employer contribution / active EE | $987 | $3,105-68.2% | $4,675-78.9% | $2,757-64.2% |
| Participant deferral / active EE | $5,400 | $3,454+56.3% | $5,630-4.1% | $4,299+25.6% |
| Admin fee / account holder | $1,061 | $7,999-86.7% | $15,900-93.3% | $6,924-84.7% |