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 | $14,551 | $159,934-90.9% | $147,005-90.1% | $145,959-90.0% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.2%-13.4pp | 80.3%-11.5pp |
| Annual return | 18.07% | 98.24%-80.2pp | 418.76%-400.7pp | 561.95%-543.9pp |
| Employer contribution / active EE | $1,917 | $5,287-63.7% | $4,934-61.2% | $4,661-58.9% |
| Participant deferral / active EE | $3,026 | $8,427-64.1% | $8,070-62.5% | $6,689-54.8% |
| Admin fee / account holder | $426 | $15,053-97.2% | $13,006-96.7% | $13,398-96.8% |