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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,402 | $55,932-97.5% | $76,735-98.2% | $67,986-97.9% |
| Participation rate | 69.8% | 50.8%+19.0pp | 69.5%+0.3pp | 57.2%+12.5pp |
| Annual return | 24.83% | 23.10%+1.7pp | 29.77%-4.9pp | 31.67%-6.8pp |
| Employer contribution / active EE | $375 | $1,487-74.8% | $2,454-84.7% | $2,019-81.4% |
| Participant deferral / active EE | $903 | $2,558-64.7% | $4,088-77.9% | $3,358-73.1% |
| Admin fee / account holder | $569 | $4,907-88.4% | $7,189-92.1% | $3,203-82.2% |