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 | $19,161 | $95,404-79.9% | $113,397-83.1% | $82,637-76.8% |
| Participation rate | 58.6% | 72.8%-14.2pp | 76.5%-17.9pp | 68.1%-9.4pp |
| Annual return | 13.38% | 19.08%-5.7pp | 23.20%-9.8pp | 53.51%-40.1pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,642 | $4,220-61.1% | $5,076-67.6% | $4,126-60.2% |
| Admin fee / account holder | $1,588 | $9,168-82.7% | $11,957-86.7% | $7,339-78.4% |