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 | $8,055 | $81,446-90.1% | $103,374-92.2% | $80,874-90.0% |
| Participation rate | 4.3% | 66.9%-62.5pp | 74.5%-70.2pp | 67.6%-63.3pp |
| Annual return | 7.11% | 25.57%-18.5pp | 24.89%-17.8pp | 35.62%-28.5pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $324 | $3,870-91.6% | $5,058-93.6% | $4,297-92.5% |
| Admin fee / account holder | $3,875 | $6,715-42.3% | $8,394-53.8% | $6,935-44.1% |