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 | $150,435-93.3% | $120,580-91.6% | $145,897-93.1% |
| Participation rate | 69.2% | 78.8%-9.6pp | 72.0%-2.7pp | 80.3%-11.1pp |
| Annual return | 14.79% | 154.60%-139.8pp | 107.48%-92.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,280 | $4,352-70.6% | $3,469-63.1% | $4,663-72.5% |
| Participant deferral / active EE | $1,956 | $6,174-68.3% | $4,995-60.9% | $6,689-70.8% |
| Admin fee / account holder | $1,713 | $12,182-85.9% | $9,418-81.8% | $13,390-87.2% |