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.)
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 | $9,708 | $102,385-90.5% | $147,080-93.4% | $80,935-88.0% |
| Participation rate | 5.7% | 75.9%-70.2pp | 82.2%-76.5pp | 67.7%-62.0pp |
| Annual return | -43.75% | 135.09%-178.8pp | 420.17%-463.9pp | 35.66%-79.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $415 | $6,651-93.8% | $8,066-94.9% | $4,299-90.3% |
| Admin fee / account holder | $2,489 | $7,951-68.7% | $12,989-80.8% | $6,924-64.1% |