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 | $2,625 | $101,618-97.4% | $93,063-97.2% | $137,256-98.1% |
| Participation rate | 44.4% | 74.9%-30.5pp | 72.1%-27.7pp | 80.0%-35.5pp |
| Annual return | 20.64% | 223.95%-203.3pp | 34.15%-13.5pp | 220.34%-199.7pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $672 | $4,279-84.3% | $3,958-83.0% | $6,407-89.5% |
| Admin fee / account holder | $935 | $6,198-84.9% | $6,033-84.5% | $12,270-92.4% |