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 | $2,264 | $88,778-97.4% | $81,844-97.2% | $145,884-98.4% |
| Participation rate | 45.0% | 75.1%-30.1pp | 72.4%-27.4pp | 80.3%-35.3pp |
| Annual return | 9.68% | 1033.03%-1023.3pp | 778.87%-769.2pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $305 | $4,648-93.4% | $4,323-92.9% | $6,690-95.4% |
| Admin fee / account holder | $749 | $8,430-91.1% | $7,355-89.8% | $13,392-94.4% |