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.
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 | $7,065 | $45,109-84.3% | $85,240-91.7% | $77,762-90.9% |
| Participation rate | 7.5% | 48.7%-41.1pp | 67.5%-60.0pp | 70.6%-63.1pp |
| Annual return | -1.97% | 79.55%-81.5pp | 66.75%-68.7pp | 31.27%-33.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,735-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $235 | $2,814-91.7% | $4,527-94.8% | $4,651-95.0% |
| Admin fee / account holder | $1,334 | $915+45.8% | $6,165-78.4% | $433+208.2% |