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.
Employer 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.)
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 | $10,465 | $105,284-90.1% | $150,734-93.1% | $94,015-88.9% |
| Participation rate | 63.9% | 71.7%-7.8pp | 78.4%-14.6pp | 70.8%-6.9pp |
| Annual return | 35.46% | 15.67%+19.8pp | 600.81%-565.3pp | 17.84%+17.6pp |
| Employer contribution / active EE | $420 | $3,599-88.3% | $4,918-91.5% | $2,790-84.9% |
| Participant deferral / active EE | $4,486 | $4,274+5.0% | $5,610-20.0% | $4,249+5.6% |
| Admin fee / account holder | $345 | $9,839-96.5% | $14,905-97.7% | $8,951-96.1% |