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.)
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 | $1,077 | $30,423-96.5% | $56,025-98.1% | $74,478-98.6% |
| Participation rate | 21.9% | 32.9%-11.0pp | 52.5%-30.7pp | 67.2%-45.4pp |
| Annual return | 6.93% | 24.97%-18.0pp | 1712.69%-1705.8pp | 1370.56%-1363.6pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $254 | $1,176-78.4% | $1,955-87.0% | $4,350-94.2% |
| Admin fee / account holder | $579 | $2,363-75.5% | $2,828-79.5% | $1,946-70.2% |