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 | $1,810 | $81,358-97.8% | $155,556-98.8% | $80,959-97.8% |
| Participation rate | 39.0% | 66.3%-27.2pp | 78.2%-39.2pp | 67.7%-28.6pp |
| Annual return | 307.74% | 33.39%+274.4pp | 64.84%+242.9pp | 35.67%+272.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $347 | $3,455-90.0% | $5,631-93.8% | $4,300-91.9% |
| Admin fee / account holder | $400 | $7,994-95.0% | $15,885-97.5% | $6,925-94.2% |