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 | $10,085 | $150,346-93.3% | $120,524-91.6% | $145,877-93.1% |
| Participation rate | 69.2% | 78.8%-9.6pp | 71.9%-2.7pp | 80.3%-11.1pp |
| Annual return | 14.79% | 154.40%-139.6pp | 107.36%-92.6pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,280 | $4,353-70.6% | $3,469-63.1% | $4,663-72.5% |
| Participant deferral / active EE | $1,956 | $6,172-68.3% | $4,994-60.8% | $6,691-70.8% |
| Admin fee / account holder | $1,713 | $12,215-86.0% | $9,440-81.9% | $13,402-87.2% |