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 | $520 | $100,073-99.5% | $85,126-99.4% | $145,877-99.6% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | -168.16% | 84.11%-252.3pp | 66.63%-234.8pp | 551.28%-719.4pp |
| Employer contribution / active EE | $461 | $3,236-85.8% | $2,731-83.1% | $4,663-90.1% |
| Participant deferral / active EE | $771 | $5,294-85.4% | $4,523-83.0% | $6,691-88.5% |
| Admin fee / account holder | $789 | $7,261-89.1% | $6,160-87.2% | $13,402-94.1% |