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 | $16,072 | $86,949-81.5% | $102,460-84.3% | $80,959-80.1% |
| Participation rate | 25.3% | 72.4%-47.1pp | 76.5%-51.2pp | 67.7%-42.4pp |
| Annual return | 201.87% | 18.89%+183.0pp | 29.47%+172.4pp | 35.67%+166.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,027 | $4,121-50.8% | $5,056-59.9% | $4,300-52.9% |
| Admin fee / account holder | $2,112 | $8,048-73.8% | $9,460-77.7% | $6,925-69.5% |