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 | $9,316 | $71,230-86.9% | $93,727-90.1% | $80,959-88.5% |
| Participation rate | 21.1% | 60.4%-39.3pp | 68.7%-47.7pp | 67.7%-46.6pp |
| Annual return | 15.42% | 11.26%+4.2pp | 133.83%-118.4pp | 35.67%-20.2pp |
| Employer contribution / active EE | $653 | $1,565-58.3% | $2,421-73.0% | $2,757-76.3% |
| Participant deferral / active EE | $690 | $4,037-82.9% | $4,417-84.4% | $4,300-84.0% |
| Admin fee / account holder | $2,524 | $6,961-63.7% | $8,292-69.6% | $6,925-63.5% |