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 | $3,235 | $161,352-98.0% | $134,172-97.6% | $137,256-97.6% |
| Participation rate | 54.5% | 78.3%-23.7pp | 72.5%-17.9pp | 80.0%-25.4pp |
| Annual return | 0.00% | 28.72%-28.7pp | 25.30%-25.3pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,105 | $4,099-73.0% | $3,420-67.7% | $4,156-73.4% |
| Participant deferral / active EE | $1,593 | $5,552-71.3% | $4,690-66.0% | $6,407-75.1% |
| Admin fee / account holder | $749 | $15,028-95.0% | $12,016-93.8% | $12,270-93.9% |