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 | $6,358 | $40,566-84.3% | $96,754-93.4% | $64,728-90.2% |
| Participation rate | 9.0% | 24.8%-15.8pp | 70.3%-61.3pp | 57.9%-48.9pp |
| Annual return | 11.26% | 93.20%-81.9pp | 82.04%-70.8pp | 49.38%-38.1pp |
| Employer contribution / active EE | $71 | $808-91.2% | $2,679-97.3% | $2,243-96.8% |
| Participant deferral / active EE | $266 | $933-71.5% | $4,758-94.4% | $2,729-90.3% |
| Admin fee / account holder | $741 | $2,770-73.2% | $8,905-91.7% | $1,145-35.3% |