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.)
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 | $6,240 | $48,011-87.0% | $63,803-90.2% | $82,637-92.4% |
| Participation rate | 61.8% | 66.6%-4.8pp | 72.7%-10.9pp | 68.1%-6.3pp |
| Annual return | 22.69% | 19.84%+2.8pp | 543.72%-521.0pp | 53.51%-30.8pp |
| Employer contribution / active EE | $876 | $1,904-54.0% | $2,532-65.4% | $2,552-65.7% |
| Participant deferral / active EE | $1,131 | $2,846-60.3% | $3,843-70.6% | $4,126-72.6% |
| Admin fee / account holder | $779 | $3,873-79.9% | $5,196-85.0% | $7,339-89.4% |