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 | $2,193 | $51,638-95.8% | $68,368-96.8% | $82,448-97.3% |
| Participation rate | 53.7% | 63.6%-10.0pp | 73.8%-20.1pp | 68.1%-14.4pp |
| Annual return | 13.43% | 37.53%-24.1pp | 292.57%-279.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $996 | $2,914-65.8% | $4,123-75.8% | $4,139-75.9% |
| Admin fee / account holder | $924 | $4,643-80.1% | $5,150-82.1% | $7,234-87.2% |