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 | $8,008 | $212,386-96.2% | $199,883-96.0% | $138,895-94.2% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.8%-24.3pp | 79.9%-17.4pp |
| Annual return | 0.00% | 47.75%-47.7pp | 43.81%-43.8pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,481 | $6,625-77.7% | $6,261-76.4% | $4,194-64.7% |
| Participant deferral / active EE | $3,413 | $9,617-64.5% | $9,138-62.7% | $6,396-46.6% |
| Admin fee / account holder | $399 | $18,233-97.8% | $17,268-97.7% | $12,562-96.8% |