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 | $8,300 | $81,331-89.8% | $155,534-94.7% | $80,935-89.7% |
| Participation rate | 12.9% | 66.3%-53.3pp | 78.2%-65.3pp | 67.7%-54.8pp |
| Annual return | 35.45% | 33.37%+2.1pp | 64.92%-29.5pp | 35.66%-0.2pp |
| Employer contribution / active EE | $442 | $3,105-85.8% | $4,675-90.6% | $2,757-84.0% |
| Participant deferral / active EE | $578 | $3,454-83.3% | $5,630-89.7% | $4,299-86.6% |
| Admin fee / account holder | $789 | $7,999-90.1% | $15,900-95.0% | $6,924-88.6% |