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 | $12,861 | $87,059-85.2% | $105,608-87.8% | $80,925-84.1% |
| Participation rate | 36.7% | 70.4%-33.7pp | 75.3%-38.5pp | 67.7%-30.9pp |
| Annual return | 15.04% | 17.05%-2.0pp | 116.50%-101.5pp | 35.65%-20.6pp |
| Employer contribution / active EE | $1,101 | $2,396-54.1% | $3,167-65.2% | $2,756-60.1% |
| Participant deferral / active EE | $1,801 | $3,986-54.8% | $5,010-64.0% | $4,299-58.1% |
| Admin fee / account holder | $1,826 | $8,443-78.4% | $11,028-83.4% | $6,940-73.7% |