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.
Employer 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 | $7,801 | $60,454-87.1% | $81,844-90.5% | $74,459-89.5% |
| Participation rate | 30.9% | 63.0%-32.1pp | 72.4%-41.5pp | 67.2%-36.4pp |
| Annual return | 13.87% | 16.87%-3.0pp | 778.87%-765.0pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $125 | $2,630-95.2% | $2,916-95.7% | $2,626-95.2% |
| Participant deferral / active EE | $972 | $3,398-71.4% | $4,323-77.5% | $4,350-77.6% |
| Admin fee / account holder | $1,009 | $1,490-32.3% | $7,355-86.3% | $1,945-48.1% |