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 | $8,744 | $73,978-88.2% | $96,515-90.9% | $75,173-88.4% |
| Participation rate | 43.3% | 66.4%-23.1pp | 74.3%-31.0pp | 67.2%-23.9pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.73%-35.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $764 | $2,931-73.9% | $3,740-79.6% | $2,671-71.4% |
| Participant deferral / active EE | $1,507 | $3,660-58.8% | $4,880-69.1% | $4,126-63.5% |
| Admin fee / account holder | $1,547 | $5,219-70.4% | $6,735-77.0% | $5,651-72.6% |