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.)
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 | $3,318 | $81,487-95.9% | $102,412-96.8% | $80,935-95.9% |
| Participation rate | 8.6% | 66.8%-58.3pp | 74.5%-65.9pp | 67.7%-59.1pp |
| Annual return | 18.25% | 25.60%-7.3pp | 24.94%-6.7pp | 35.66%-17.4pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $173 | $3,871-95.5% | $5,060-96.6% | $4,299-96.0% |
| Admin fee / account holder | $441 | $6,717-93.4% | $8,388-94.7% | $6,924-93.6% |