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.)
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 | $3,024 | $102,422-97.0% | $147,117-97.9% | $80,959-96.3% |
| Participation rate | 43.3% | 75.9%-32.5pp | 82.2%-38.9pp | 67.7%-24.3pp |
| Annual return | 20.62% | 135.16%-114.5pp | 420.54%-399.9pp | 35.67%-15.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,036 | $6,652-84.4% | $8,065-87.2% | $4,300-75.9% |
| Admin fee / account holder | $339 | $7,953-95.7% | $12,993-97.4% | $6,925-95.1% |