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 | $10,696 | $73,532-85.5% | $178,505-94.0% | $74,478-85.6% |
| Participation rate | 1.8% | 66.6%-64.8pp | 77.1%-75.3pp | 67.2%-65.4pp |
| Annual return | -19.64% | 17.49%-37.1pp | 27.16%-46.8pp | 1370.56%-1390.2pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,955-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $149 | $4,519-96.7% | $6,280-97.6% | $4,350-96.6% |
| Admin fee / account holder | $1,231 | $1,813-32.1% | $10,428-88.2% | $1,946-36.7% |