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.)
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 | $12,906 | $80,983-84.1% | $96,544-86.6% | $75,177-82.8% |
| Participation rate | 15.5% | 71.8%-56.3pp | 76.0%-60.5pp | 67.2%-51.7pp |
| Annual return | 31.08% | 27.05%+4.0pp | 25.88%+5.2pp | 160.75%-129.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $985 | $3,929-74.9% | $4,851-79.7% | $4,126-76.1% |
| Admin fee / account holder | $3,462 | $6,717-48.5% | $8,254-58.1% | $5,651-38.7% |