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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,323 | $102,385-84.1% | $147,080-88.9% | $80,935-79.8% |
| Participation rate | 10.7% | 75.9%-65.2pp | 82.2%-71.5pp | 67.7%-56.9pp |
| Annual return | 4.74% | 135.09%-130.4pp | 420.17%-415.4pp | 35.66%-30.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,826 | $6,651-72.5% | $8,066-77.4% | $4,299-57.5% |
| Admin fee / account holder | $14,017 | $7,951+76.3% | $12,989+7.9% | $6,924+102.4% |