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 | $19,212 | $114,712-83.3% | $173,730-88.9% | $87,485-78.0% |
| Participation rate | 46.3% | 73.0%-26.7pp | 79.6%-33.3pp | 68.9%-22.7pp |
| Annual return | 0.00% | 20.18%-20.2pp | 19.96%-20.0pp | 26.06%-26.1pp |
| Employer contribution / active EE | $855 | $2,904-70.5% | $4,577-81.3% | $2,596-67.1% |
| Participant deferral / active EE | $1,402 | $4,642-69.8% | $6,326-77.8% | $4,274-67.2% |
| Admin fee / account holder | $322 | $10,210-96.8% | $17,523-98.2% | $7,775-95.9% |