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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,040 | $48,337-93.7% | $67,560-95.5% | $80,959-96.2% |
| Participation rate | 60.6% | 66.4%-5.8pp | 72.9%-12.3pp | 67.7%-7.1pp |
| Annual return | 7.32% | 18.26%-10.9pp | 3533.50%-3526.2pp | 35.67%-28.4pp |
| Employer contribution / active EE | $483 | $2,023-76.1% | $2,737-82.3% | $2,757-82.5% |
| Participant deferral / active EE | $523 | $2,928-82.2% | $4,004-86.9% | $4,300-87.8% |
| Admin fee / account holder | $1,033 | $3,695-72.0% | $3,994-74.1% | $6,925-85.1% |