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.
Employer 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 | $17,373 | $160,070-89.1% | $147,117-88.2% | $145,897-88.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 66.65% | 98.69%-32.0pp | 420.54%-353.9pp | 552.29%-485.6pp |
| Employer contribution / active EE | $966 | $5,285-81.7% | $4,932-80.4% | $4,663-79.3% |
| Participant deferral / active EE | $8,359 | $8,419-0.7% | $8,065+3.7% | $6,689+25.0% |
| Admin fee / account holder | $2,920 | $15,035-80.6% | $12,993-77.5% | $13,390-78.2% |