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 | $1,919 | $106,749-98.2% | $145,433-98.7% | $82,448-97.7% |
| Participation rate | 39.1% | 75.6%-36.5pp | 82.1%-43.0pp | 68.1%-28.9pp |
| Annual return | 439.76% | 27.59%+412.2pp | 66.58%+373.2pp | 41.64%+398.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,168 | $6,519-82.1% | $7,897-85.2% | $4,139-71.8% |
| Admin fee / account holder | $481 | $8,390-94.3% | $13,129-96.3% | $7,234-93.4% |