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 | $8,817 | $81,331-89.2% | $155,534-94.3% | $80,935-89.1% |
| Participation rate | 53.1% | 66.3%-13.1pp | 78.2%-25.1pp | 67.7%-14.5pp |
| Annual return | 0.00% | 33.37%-33.4pp | 64.92%-64.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,442 | $3,105-53.5% | $4,675-69.1% | $2,757-47.7% |
| Participant deferral / active EE | $2,348 | $3,454-32.0% | $5,630-58.3% | $4,299-45.4% |
| Admin fee / account holder | $585 | $7,999-92.7% | $15,900-96.3% | $6,924-91.6% |