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.
Employer 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 | $6,696 | $111,878-94.0% | $93,727-92.9% | $145,897-95.4% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 63.16% | 204.28%-141.1pp | 133.83%-70.7pp | 552.29%-489.1pp |
| Employer contribution / active EE | $120 | $3,092-96.1% | $2,421-95.0% | $4,663-97.4% |
| Participant deferral / active EE | $2,793 | $4,920-43.2% | $4,417-36.8% | $6,689-58.3% |
| Admin fee / account holder | $1,369 | $10,256-86.7% | $8,292-83.5% | $13,390-89.8% |