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 | $2,892 | $81,358-96.4% | $155,556-98.1% | $80,959-96.4% |
| Participation rate | 48.6% | 66.3%-17.6pp | 78.2%-29.6pp | 67.7%-19.0pp |
| Annual return | 21.46% | 33.39%-11.9pp | 64.84%-43.4pp | 35.67%-14.2pp |
| Employer contribution / active EE | $627 | $3,106-79.8% | $4,675-86.6% | $2,757-77.3% |
| Participant deferral / active EE | $760 | $3,455-78.0% | $5,631-86.5% | $4,300-82.3% |
| Admin fee / account holder | $914 | $7,994-88.6% | $15,885-94.2% | $6,925-86.8% |