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 | $18,450 | $106,749-82.7% | $145,433-87.3% | $82,448-77.6% |
| Participation rate | 33.0% | 75.6%-42.7pp | 82.1%-49.2pp | 68.1%-35.1pp |
| Annual return | 16.61% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $747 | $3,444-78.3% | $4,554-83.6% | $2,551-70.7% |
| Participant deferral / active EE | $1,196 | $6,519-81.7% | $7,897-84.9% | $4,139-71.1% |
| Admin fee / account holder | $4,222 | $8,390-49.7% | $13,129-67.8% | $7,234-41.6% |